+441.0%
TEAM vs VT
+217.6%
+223.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.5% |
| 7D | -22.2% | -0.1% | -22.1% | -22.2% |
| 30D | -28.1% | -3.1% | -25.1% | -25.4% |
| 3M | -2.2% | -3.5% | +1.3% | +2.1% |
| 6M | +62.2% | +0.5% | +61.8% | +59.8% |
| YTD | -8.4% | +10.8% | -19.1% | -21.2% |
| 1Y | -6.6% | +11.9% | -18.5% | -20.8% |
| 3Y | -15.7% | +73.0% | -88.7% | -58.1% |
| 5Y | -65.7% | +58.6% | -124.3% | -80.4% |
| 10Y | +441.0% | +219.2% | +221.8% | +52.7% |
| All | +441.0% | +217.6% | +223.3% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling