-50.3%
TEAM vs VT
+66.2%
-116.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -0.4% | +0.4% | -0.9% | -1.1% |
| 30D | +67.3% | +1.0% | +66.3% | +65.3% |
| 3M | +86.8% | +2.4% | +84.4% | +78.1% |
| 6M | +146.8% | +12.0% | +134.8% | +97.6% |
| YTD | +16.9% | +15.3% | +1.6% | -12.1% |
| 1Y | +12.8% | +22.6% | -9.8% | -24.9% |
| 3Y | -7.3% | +74.7% | -81.9% | -69.3% |
| All | -50.3% | +66.2% | -116.5% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling