+15.1%
TEAM vs VSH
+62.1%
-47.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | -0.9% |
| 7D | -13.7% | -13.6% | -0.1% | -14.6% |
| 30D | -3.4% | -30.4% | +26.9% | -6.1% |
| 3M | +72.1% | -33.3% | +105.4% | +65.6% |
| 6M | +103.8% | -15.1% | +118.9% | +97.6% |
| YTD | +17.1% | +80.2% | -63.1% | +10.8% |
| 1Y | +15.1% | +63.4% | -48.3% | +12.6% |
| All | +15.1% | +62.1% | -47.0% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling