-9.3%
TEAM vs VSH
+25.6%
-35.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.4% | -12.7% | -0.9% |
| 7D | -17.2% | +3.5% | -20.7% | -17.8% |
| 30D | -25.1% | -22.4% | -2.7% | -22.8% |
| 3M | +3.9% | -25.2% | +29.1% | +6.9% |
| 6M | +69.1% | -22.5% | +91.6% | +61.4% |
| YTD | -4.5% | +84.2% | -88.7% | -31.4% |
| 1Y | -1.9% | +87.1% | -88.9% | -30.1% |
| 3Y | -9.3% | +31.7% | -41.0% | -32.2% |
| All | -9.3% | +25.6% | -35.0% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling