+2,826.7%
VRT vs TEAM
+141.7%
+2,685.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.9% | +10.6% | +5.1% |
| 7D | +13.6% | -5.7% | +19.3% | +14.8% |
| 30D | +6.8% | +18.3% | -11.6% | +2.6% |
| 3M | -3.2% | +80.2% | -83.4% | -17.4% |
| 6M | +20.3% | +111.0% | -90.6% | -4.6% |
| YTD | +79.6% | +8.8% | +70.8% | +69.1% |
| 1Y | +139.0% | +2.2% | +136.8% | +127.4% |
| 3Y | +644.6% | -14.6% | +659.2% | +630.8% |
| 5Y | +1,024.4% | -53.8% | +1,078.1% | +1,070.4% |
| All | +2,826.7% | +141.7% | +2,685.0% | +2,521.4% |
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