+802.8%
TEAM vs VSH
+230.9%
+571.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.1% | -3.8% |
| 7D | -0.4% | +4.1% | -4.5% | -1.6% |
| 30D | +67.3% | -4.2% | +71.5% | +69.1% |
| 3M | +86.8% | -50.0% | +136.8% | +119.1% |
| 6M | +146.8% | +80.2% | +66.6% | +81.6% |
| YTD | +16.9% | +121.1% | -104.2% | -21.7% |
| 1Y | +12.8% | +112.0% | -99.2% | -24.1% |
| 3Y | -7.3% | +22.5% | -29.8% | -26.9% |
| 5Y | -50.7% | +64.0% | -114.8% | -65.5% |
| 10Y | +529.8% | +170.4% | +359.5% | +203.3% |
| All | +802.8% | +230.9% | +571.9% | +281.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling