+614.2%
TEAM vs VTR
+163.6%
+450.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -26.7% | +5.5% | -32.2% | -27.2% |
| 3M | -9.6% | -0.9% | -8.7% | -9.6% |
| 6M | +86.0% | -0.4% | +86.5% | +85.8% |
| YTD | -7.5% | +17.0% | -24.5% | -9.9% |
| 1Y | -1.4% | +18.0% | -19.3% | -4.0% |
| 3Y | -14.3% | +127.4% | -141.7% | -24.7% |
| 5Y | -66.3% | +92.3% | -158.6% | -69.9% |
| 10Y | +445.6% | +129.6% | +316.0% | +369.6% |
| All | +614.2% | +163.6% | +450.7% | +509.9% |
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