-14.6%
TEAM vs VO
+57.7%
-72.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.4% | -6.2% |
| 7D | -5.7% | +0.6% | -6.3% | -6.4% |
| 30D | +18.3% | -1.1% | +19.4% | +20.1% |
| 3M | +80.2% | +4.5% | +75.7% | +70.0% |
| 6M | +111.0% | +11.1% | +99.9% | +81.4% |
| YTD | +8.8% | +13.5% | -4.7% | -10.0% |
| 1Y | +2.2% | +14.5% | -12.3% | -16.7% |
| 3Y | -14.6% | +58.1% | -72.7% | -55.7% |
| All | -14.6% | +57.7% | -72.4% | -55.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling