+625.9%
TEAM vs VUG
+416.9%
+209.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +0.5% |
| 7D | -19.7% | -1.1% | -18.6% | -19.0% |
| 30D | -26.6% | -7.0% | -19.6% | -19.9% |
| 3M | -1.1% | -3.7% | +2.6% | +3.4% |
| 6M | +74.6% | -1.6% | +76.2% | +76.6% |
| YTD | -6.0% | +5.1% | -11.1% | -12.6% |
| 1Y | -3.2% | +3.8% | -7.0% | -8.7% |
| 3Y | -13.5% | +79.9% | -93.4% | -59.8% |
| 5Y | -65.5% | +66.4% | -131.9% | -81.3% |
| 10Y | +454.5% | +405.3% | +49.3% | -19.8% |
| All | +625.9% | +416.9% | +209.0% | -2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling