+1,934.0%
VRT vs TEAM
+105.5%
+1,828.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.3% |
| 7D | +10.5% | -2.4% | +12.9% | +11.1% |
| 30D | -9.3% | -26.7% | +17.4% | -4.0% |
| 3M | -29.6% | -9.6% | -20.0% | -29.1% |
| 6M | -45.4% | +86.0% | -131.4% | -54.8% |
| YTD | +24.8% | -7.5% | +32.3% | +20.3% |
| 1Y | +23.6% | -1.4% | +25.0% | +16.8% |
| 3Y | +379.7% | -14.3% | +394.0% | +360.7% |
| 5Y | +660.3% | -66.3% | +726.6% | +729.1% |
| All | +1,934.0% | +105.5% | +1,828.5% | +1,765.7% |
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