+625.9%
TEAM vs VSH
+204.2%
+421.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.8% | -6.2% | +0.3% |
| 7D | -19.7% | +12.8% | -32.5% | -22.8% |
| 30D | -26.6% | -9.0% | -17.6% | -25.7% |
| 3M | -1.1% | -12.2% | +11.1% | -0.2% |
| 6M | +74.6% | -15.9% | +90.5% | +64.9% |
| YTD | -6.0% | +103.2% | -109.2% | -37.0% |
| 1Y | -3.2% | +108.4% | -111.7% | -36.0% |
| 3Y | -13.5% | +41.6% | -55.1% | -37.5% |
| 5Y | -65.5% | +54.6% | -120.1% | -76.0% |
| 10Y | +454.5% | +138.2% | +316.4% | +175.5% |
| All | +625.9% | +204.2% | +421.7% | +206.9% |
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 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