-6.6%
TEAM vs VO
+13.8%
-20.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.0% | -4.0% |
| 7D | -22.2% | -0.2% | -22.0% | -22.1% |
| 30D | -28.1% | +0.5% | -28.6% | -28.3% |
| 3M | -2.2% | -1.1% | -1.0% | -1.7% |
| 6M | +62.2% | +6.4% | +55.8% | +59.6% |
| YTD | -8.4% | +13.5% | -21.9% | -13.5% |
| 1Y | -6.6% | +13.6% | -20.2% | -12.0% |
| All | -6.6% | +13.8% | -20.4% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling