+494.4%
TEAM vs VTR
+99.2%
+395.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | -5.2% | -0.3% | -4.9% | -5.2% |
| 30D | +15.8% | +1.1% | +14.7% | +15.6% |
| 3M | +101.5% | +7.9% | +93.6% | +99.9% |
| 6M | +138.2% | +6.2% | +132.0% | +136.1% |
| YTD | +10.8% | +17.7% | -6.9% | +8.2% |
| 1Y | +1.7% | +32.9% | -31.2% | -2.4% |
| 3Y | -16.0% | +129.7% | -145.7% | -25.7% |
| 5Y | -52.7% | +89.3% | -142.0% | -57.5% |
| All | +494.4% | +99.2% | +395.3% | +449.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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