+443.6%
TEAM vs VO
+197.6%
+246.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | +3.1% | -5.5% | -6.0% |
| 30D | -26.7% | +2.2% | -28.9% | -28.6% |
| 3M | -9.6% | -2.5% | -7.1% | -6.9% |
| 6M | +86.0% | +7.0% | +79.1% | +71.3% |
| YTD | -7.5% | +14.0% | -21.5% | -21.9% |
| 1Y | -1.4% | +15.6% | -17.0% | -18.2% |
| 3Y | -14.3% | +66.2% | -80.5% | -52.9% |
| 5Y | -66.3% | +36.6% | -102.9% | -75.9% |
| All | +443.6% | +197.6% | +246.0% | +81.2% |
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