-65.2%
TEAM vs VSH
+41.5%
-106.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.4% | -12.7% | -2.4% |
| 7D | -17.2% | +3.5% | -20.7% | -18.4% |
| 30D | -25.1% | -22.4% | -2.7% | -21.1% |
| 3M | +3.9% | -25.2% | +29.1% | +9.1% |
| 6M | +69.1% | -22.5% | +91.6% | +59.3% |
| YTD | -4.5% | +84.2% | -88.7% | -40.1% |
| 1Y | -1.9% | +87.1% | -88.9% | -39.2% |
| 3Y | -9.3% | +31.7% | -41.0% | -37.8% |
| 5Y | -65.2% | +42.6% | -107.7% | -80.5% |
| All | -65.2% | +41.5% | -106.7% | -80.5% |
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