-53.4%
TEAM vs VOO
+82.4%
-135.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.4% | -6.0% |
| 7D | -5.7% | +0.5% | -6.2% | -6.4% |
| 30D | +18.3% | -0.9% | +19.3% | +20.5% |
| 3M | +80.2% | +3.9% | +76.3% | +68.7% |
| 6M | +111.0% | +14.5% | +96.4% | +65.1% |
| YTD | +8.8% | +13.0% | -4.1% | -13.0% |
| 1Y | +2.2% | +19.4% | -17.3% | -26.5% |
| 3Y | -14.6% | +78.9% | -93.5% | -71.6% |
| All | -53.4% | +82.4% | -135.8% | -83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling