+1,917.9%
VRT vs TEAM
+112.2%
+1,805.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.8% | +8.8% | +9.5% |
| 7D | -10.6% | -17.2% | +6.6% | -7.5% |
| 30D | -17.4% | -25.1% | +7.7% | -13.0% |
| 3M | -26.4% | +3.9% | -30.3% | -28.0% |
| 6M | -41.0% | +69.1% | -110.1% | -50.1% |
| YTD | +23.8% | -4.5% | +28.3% | +18.6% |
| 1Y | +11.6% | -1.9% | +13.5% | +6.0% |
| 3Y | +403.5% | -9.3% | +412.8% | +377.1% |
| 5Y | +647.0% | -65.2% | +712.2% | +709.0% |
| All | +1,917.9% | +112.2% | +1,805.7% | +1,738.6% |
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 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