-52.3%
TEAM vs VWO
+34.0%
-86.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.6% |
| 7D | -5.2% | -1.8% | -3.4% | -3.5% |
| 30D | +15.8% | -0.1% | +15.9% | +15.7% |
| 3M | +101.5% | +2.2% | +99.2% | +95.2% |
| 6M | +138.2% | +8.8% | +129.4% | +112.1% |
| YTD | +10.8% | +12.4% | -1.6% | -6.6% |
| 1Y | +1.7% | +15.6% | -13.9% | -17.8% |
| 3Y | -16.0% | +62.5% | -78.6% | -58.6% |
| All | -52.3% | +34.0% | -86.3% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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