+502.9%
TEAM vs VSH
+172.7%
+330.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -4.7% | +3.5% | -8.2% | -5.6% |
| 30D | +17.0% | -4.4% | +21.4% | +17.9% |
| 3M | +85.9% | -45.8% | +131.7% | +111.6% |
| 6M | +116.7% | +90.1% | +26.5% | +58.8% |
| YTD | +9.6% | +120.3% | -110.7% | -25.3% |
| 1Y | -2.5% | +112.2% | -114.8% | -33.3% |
| 3Y | -14.0% | +36.6% | -50.6% | -34.1% |
| 5Y | -53.1% | +67.0% | -120.1% | -66.8% |
| 10Y | +502.9% | +179.5% | +323.4% | +221.8% |
| All | +502.9% | +172.7% | +330.2% | +221.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling