+13.8%
VRT vs TEAM
+8.9%
+4.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.6% | -12.3% | -13.0% |
| 7D | -15.4% | -13.7% | -1.7% | -17.5% |
| 30D | -19.0% | -3.4% | -15.5% | -19.3% |
| 3M | -23.8% | +72.1% | -96.0% | -15.2% |
| 6M | -37.9% | +103.8% | -141.7% | -26.0% |
| YTD | +27.0% | +17.1% | +9.9% | +59.8% |
| 1Y | +13.8% | +15.1% | -1.3% | +44.6% |
| All | +13.8% | +8.9% | +4.9% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling