+494.4%
TEAM vs VTV
+234.5%
+259.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.5% |
| 7D | -5.2% | -1.1% | -4.1% | -4.3% |
| 30D | +15.8% | -1.0% | +16.8% | +16.8% |
| 3M | +101.5% | +4.6% | +96.8% | +93.9% |
| 6M | +138.2% | +13.5% | +124.7% | +112.4% |
| YTD | +10.8% | +18.5% | -7.7% | -5.4% |
| 1Y | +1.7% | +22.9% | -21.2% | -15.9% |
| 3Y | -16.0% | +67.8% | -83.9% | -45.8% |
| 5Y | -52.7% | +81.8% | -134.6% | -70.3% |
| All | +494.4% | +234.5% | +259.9% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling