+607.6%
TEAM vs VUG
+408.4%
+199.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.3% | -3.1% |
| 7D | -22.2% | -1.2% | -21.0% | -21.4% |
| 30D | -28.1% | -8.9% | -19.3% | -19.6% |
| 3M | -2.2% | -5.9% | +3.8% | +5.2% |
| 6M | +62.2% | -3.3% | +65.5% | +67.6% |
| YTD | -8.4% | +3.4% | -11.8% | -13.0% |
| 1Y | -6.6% | +1.9% | -8.5% | -9.9% |
| 3Y | -15.7% | +76.9% | -92.6% | -60.0% |
| 5Y | -65.7% | +63.9% | -129.6% | -81.1% |
| 10Y | +441.0% | +396.2% | +44.7% | -19.9% |
| All | +607.6% | +408.4% | +199.2% | -2.5% |
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