+463.9%
TEAM vs VO
+197.5%
+266.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | -2.5% |
| 7D | -17.2% | -0.1% | -17.1% | -17.1% |
| 30D | -25.1% | +0.5% | -25.6% | -25.6% |
| 3M | +3.9% | -1.0% | +4.9% | +5.2% |
| 6M | +69.1% | +6.4% | +62.7% | +56.7% |
| YTD | -4.5% | +13.6% | -18.1% | -19.0% |
| 1Y | -1.9% | +14.5% | -16.3% | -17.6% |
| 3Y | -9.3% | +67.2% | -76.6% | -50.5% |
| 5Y | -65.2% | +36.1% | -101.2% | -74.9% |
| All | +463.9% | +197.5% | +266.4% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling