+772.8%
TEAM vs VT
+228.1%
+544.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +1.5% |
| 7D | -10.2% | -4.2% | -6.0% | -5.4% |
| 30D | -5.5% | -5.8% | +0.3% | +1.6% |
| 3M | +61.7% | -5.2% | +67.0% | +73.1% |
| 6M | +98.5% | +0.1% | +98.3% | +96.0% |
| YTD | +13.0% | +8.2% | +4.8% | +0.2% |
| 1Y | +13.5% | +10.1% | +3.4% | -1.6% |
| 3Y | +3.6% | +69.7% | -66.1% | -46.7% |
| 5Y | -58.4% | +53.4% | -111.7% | -74.9% |
| 10Y | +581.4% | +219.2% | +362.2% | +98.1% |
| All | +772.8% | +228.1% | +544.7% | +135.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling