+746.4%
TEAM vs VTEB
+23.9%
+722.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +1.3% |
| 7D | -4.7% | -0.7% | -4.0% | -4.0% |
| 30D | +17.0% | -2.1% | +19.1% | +19.5% |
| 3M | +85.9% | -2.7% | +88.6% | +91.1% |
| 6M | +116.7% | -2.1% | +118.8% | +121.6% |
| YTD | +9.6% | -1.1% | +10.7% | +11.1% |
| 1Y | -2.5% | +1.3% | -3.9% | -3.4% |
| 3Y | -14.0% | +9.0% | -23.0% | -20.2% |
| 5Y | -53.1% | +1.5% | -54.6% | -54.9% |
| 10Y | +502.9% | +18.5% | +484.4% | +493.5% |
| All | +746.4% | +23.9% | +722.4% | +765.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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