-53.8%
TEAM vs VSH
+65.5%
-119.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.7% |
| 7D | -5.7% | +6.2% | -11.9% | -7.2% |
| 30D | +18.3% | -11.1% | +29.5% | +21.5% |
| 3M | +80.2% | -44.9% | +125.1% | +105.3% |
| 6M | +111.0% | +90.0% | +21.0% | +43.6% |
| YTD | +8.8% | +118.8% | -110.0% | -32.6% |
| 1Y | +2.2% | +109.0% | -106.8% | -36.3% |
| 3Y | -14.6% | +35.6% | -50.2% | -36.2% |
| 5Y | -53.8% | +66.7% | -120.5% | -72.9% |
| All | -53.8% | +65.5% | -119.3% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling