-17.0%
TEAM vs VOO
+77.0%
-93.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.4% |
| 7D | -4.7% | -0.4% | -4.3% | -4.1% |
| 30D | +17.0% | -1.4% | +18.4% | +19.5% |
| 3M | +85.9% | +3.7% | +82.2% | +77.3% |
| 6M | +116.7% | +13.0% | +103.6% | +82.5% |
| YTD | +9.6% | +12.4% | -2.8% | -7.1% |
| 1Y | -2.5% | +18.6% | -21.1% | -24.0% |
| All | -17.0% | +77.0% | -93.9% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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