-1.4%
TEAM vs VO
+14.1%
-15.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.4% | +3.1% | -5.5% | -4.3% |
| 30D | -26.7% | +2.2% | -28.9% | -27.6% |
| 3M | -9.6% | -2.5% | -7.1% | -8.7% |
| 6M | +86.0% | +7.0% | +79.1% | +82.8% |
| YTD | -7.5% | +14.0% | -21.5% | -12.5% |
| 1Y | -1.4% | +15.6% | -17.0% | -8.0% |
| All | -1.4% | +14.1% | -15.5% | -8.0% |
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