+1.7%
TEAM vs VTR
+33.3%
-31.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | -0.1% |
| 7D | -5.2% | -0.3% | -4.9% | -5.3% |
| 30D | +15.8% | +1.1% | +14.7% | +16.2% |
| 3M | +101.5% | +7.9% | +93.6% | +117.0% |
| 6M | +138.2% | +6.2% | +132.0% | +154.4% |
| YTD | +10.8% | +17.7% | -6.9% | +26.5% |
| 1Y | +1.7% | +32.9% | -31.2% | +18.1% |
| All | +1.7% | +33.3% | -31.6% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling