+454.5%
V vs TEAM
+444.3%
+10.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.8% |
| 7D | +0.6% | -22.2% | +22.8% | +4.3% |
| 30D | +9.7% | -28.1% | +37.9% | +15.0% |
| 3M | +17.3% | -2.2% | +19.4% | +16.6% |
| 6M | +33.2% | +62.2% | -29.0% | +19.2% |
| YTD | +21.3% | -8.4% | +29.7% | +18.1% |
| 1Y | +27.3% | -6.6% | +34.0% | +23.5% |
| 3Y | +76.1% | -15.7% | +91.8% | +65.9% |
| 5Y | +103.5% | -65.7% | +169.2% | +116.7% |
| 10Y | +454.5% | +441.0% | +13.5% | +192.4% |
| All | +454.5% | +444.3% | +10.1% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling