-2.5%
TEAM vs VUG
+13.3%
-15.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.2% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | +17.0% | -1.7% | +18.7% | +18.9% |
| 3M | +85.9% | +2.8% | +83.1% | +82.8% |
| 6M | +116.7% | +13.6% | +103.0% | +97.7% |
| YTD | +9.6% | +8.1% | +1.5% | +5.4% |
| 1Y | -2.5% | +13.1% | -15.6% | -8.9% |
| All | -2.5% | +13.3% | -15.8% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling