+802.8%
TEAM vs VUG
+436.0%
+366.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.0% |
| 7D | -0.4% | -0.1% | -0.3% | -0.2% |
| 30D | +67.3% | -0.3% | +67.6% | +68.7% |
| 3M | +86.8% | -0.7% | +87.5% | +87.7% |
| 6M | +146.8% | +14.6% | +132.2% | +106.5% |
| YTD | +16.9% | +9.0% | +7.9% | +4.5% |
| 1Y | +12.8% | +14.9% | -2.1% | -6.2% |
| 3Y | -7.3% | +86.0% | -93.3% | -58.3% |
| 5Y | -50.7% | +76.7% | -127.4% | -75.0% |
| 10Y | +529.8% | +411.3% | +118.5% | -9.3% |
| All | +802.8% | +436.0% | +366.8% | +17.0% |
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