+740.1%
TEAM vs VTV
+259.8%
+480.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.1% | -6.3% |
| 7D | -5.7% | +0.3% | -6.0% | -5.9% |
| 30D | +18.3% | +0.1% | +18.2% | +18.2% |
| 3M | +80.2% | +6.2% | +74.0% | +71.0% |
| 6M | +111.0% | +13.5% | +97.5% | +87.8% |
| YTD | +8.8% | +18.9% | -10.0% | -7.6% |
| 1Y | +2.2% | +25.8% | -23.6% | -17.6% |
| 3Y | -14.6% | +68.7% | -83.3% | -45.7% |
| 5Y | -53.8% | +80.3% | -134.1% | -71.2% |
| 10Y | +475.2% | +226.3% | +248.9% | +109.3% |
| All | +740.1% | +259.8% | +480.3% | +167.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling