-53.8%
TEAM vs VUG
+76.0%
-129.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.6% | -6.4% |
| 7D | -5.7% | +0.9% | -6.5% | -6.7% |
| 30D | +18.3% | -1.4% | +19.8% | +21.1% |
| 3M | +80.2% | +2.3% | +77.9% | +73.6% |
| 6M | +111.0% | +15.7% | +95.3% | +68.5% |
| YTD | +8.8% | +8.6% | +0.2% | -4.3% |
| 1Y | +2.2% | +14.1% | -11.9% | -17.2% |
| 3Y | -14.6% | +87.9% | -102.5% | -69.9% |
| 5Y | -53.8% | +76.3% | -130.1% | -79.7% |
| All | -53.8% | +76.0% | -129.8% | -79.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling