-65.3%
TEAM vs VO
+32.6%
-97.9%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.1% | -16.0% | -15.9% |
| 7D | -19.8% | -2.6% | -17.3% | -16.2% |
| 30D | -21.5% | -0.9% | -20.6% | -20.2% |
| 3M | +39.5% | -3.0% | +42.5% | +47.3% |
| 6M | +73.1% | +2.2% | +70.9% | +65.7% |
| YTD | -5.2% | +10.6% | -15.8% | -22.5% |
| 1Y | -1.6% | +12.5% | -14.1% | -22.2% |
| 3Y | -11.4% | +61.4% | -72.8% | -65.1% |
| All | -65.3% | +32.6% | -97.9% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling