-53.1%
TEAM vs VO
+42.2%
-95.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.6% | +2.2% |
| 7D | -4.7% | -0.6% | -4.1% | -3.6% |
| 30D | +17.0% | -1.9% | +19.0% | +21.1% |
| 3M | +85.9% | +3.3% | +82.6% | +76.0% |
| 6M | +116.7% | +9.7% | +107.0% | +82.3% |
| YTD | +9.6% | +12.6% | -3.0% | -12.7% |
| 1Y | -2.5% | +13.6% | -16.2% | -23.8% |
| 3Y | -14.0% | +56.8% | -70.8% | -63.2% |
| 5Y | -53.1% | +42.3% | -95.4% | -72.6% |
| All | -53.1% | +42.2% | -95.3% | -72.6% |
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