-52.7%
TEAM vs VTR
+90.0%
-142.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | -7.8% | -1.8% | -5.9% | -7.4% |
| 30D | +16.5% | +4.0% | +12.5% | +15.6% |
| 3M | +96.2% | +7.8% | +88.3% | +93.6% |
| 6M | +130.2% | +6.4% | +123.8% | +126.7% |
| YTD | +10.7% | +18.3% | -7.6% | +5.6% |
| 1Y | +3.0% | +33.9% | -30.9% | -5.6% |
| 3Y | -13.1% | +134.3% | -147.4% | -36.2% |
| 5Y | -52.7% | +90.3% | -143.0% | -65.3% |
| All | -52.7% | +90.0% | -142.8% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling