-16.1%
TEAM vs VTR
+134.0%
-150.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +1.0% |
| 7D | -7.8% | -1.8% | -5.9% | -7.7% |
| 30D | +16.5% | +4.0% | +12.5% | +16.4% |
| 3M | +96.2% | +7.8% | +88.3% | +97.0% |
| 6M | +130.2% | +6.4% | +123.8% | +131.1% |
| YTD | +10.7% | +18.3% | -7.6% | +9.4% |
| 1Y | +3.0% | +33.9% | -30.9% | -1.0% |
| All | -16.1% | +134.0% | -150.1% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling