-8.2%
TEAM vs VSH
+33.6%
-41.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.1% | -3.3% |
| 7D | -0.4% | +4.1% | -4.5% | -1.1% |
| 30D | +67.3% | -4.2% | +71.5% | +68.2% |
| 3M | +86.8% | -50.0% | +136.8% | +107.6% |
| 6M | +146.8% | +80.2% | +66.6% | +89.6% |
| YTD | +16.9% | +121.1% | -104.2% | -18.2% |
| 1Y | +12.8% | +112.0% | -99.2% | -20.7% |
| All | -8.2% | +33.6% | -41.9% | -23.4% |
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