-11.4%
TEAM vs VO
+60.2%
-71.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.1% | -16.0% | -16.0% |
| 7D | -19.8% | -2.6% | -17.3% | -17.1% |
| 30D | -21.5% | -0.9% | -20.6% | -20.5% |
| 3M | +39.5% | -3.0% | +42.5% | +45.5% |
| 6M | +73.1% | +2.2% | +70.9% | +67.9% |
| YTD | -5.2% | +10.6% | -15.8% | -18.7% |
| 1Y | -1.6% | +12.5% | -14.1% | -17.9% |
| 3Y | -11.4% | +61.4% | -72.8% | -58.0% |
| All | -11.4% | +60.2% | -71.6% | -58.0% |
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 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