-52.7%
TEAM vs VTV
+78.5%
-131.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +2.0% |
| 7D | -7.8% | -2.1% | -5.7% | -5.0% |
| 30D | +16.5% | -1.3% | +17.9% | +18.8% |
| 3M | +96.2% | +5.6% | +90.5% | +81.3% |
| 6M | +130.2% | +12.4% | +117.8% | +92.2% |
| YTD | +10.7% | +17.6% | -6.9% | -14.9% |
| 1Y | +3.0% | +23.5% | -20.5% | -26.9% |
| 3Y | -13.1% | +67.0% | -80.1% | -62.4% |
| 5Y | -52.7% | +80.5% | -133.3% | -80.0% |
| All | -52.7% | +78.5% | -131.3% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling