+2.0%
TEAM vs VSH
+111.0%
-109.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.8% |
| 7D | -4.7% | +3.5% | -8.2% | -4.5% |
| 30D | +17.0% | -4.4% | +21.4% | +16.7% |
| 3M | +85.9% | -45.8% | +131.7% | +81.0% |
| 6M | +116.7% | +90.1% | +26.5% | +111.1% |
| YTD | +9.6% | +120.3% | -110.7% | +1.0% |
| All | +2.0% | +111.0% | -109.0% | -6.1% |
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