+740.1%
TEAM vs VTR
+164.8%
+575.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.5% | -6.9% |
| 7D | -5.7% | -2.4% | -3.3% | -5.4% |
| 30D | +18.3% | -3.7% | +22.1% | +18.8% |
| 3M | +80.2% | +13.5% | +66.7% | +77.6% |
| 6M | +111.0% | +7.2% | +103.8% | +108.7% |
| YTD | +8.8% | +17.6% | -8.8% | +6.1% |
| 1Y | +2.2% | +35.4% | -33.2% | -2.5% |
| 3Y | -14.6% | +132.8% | -147.5% | -25.1% |
| 5Y | -53.8% | +88.7% | -142.4% | -58.6% |
| 10Y | +475.2% | +87.6% | +387.6% | +428.5% |
| All | +740.1% | +164.8% | +575.3% | +617.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling