+139.0%
VRT vs TEAM
+2.0%
+137.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.9% | +10.6% | +2.5% |
| 7D | +13.6% | -5.7% | +19.3% | +12.6% |
| 30D | +6.8% | +18.3% | -11.6% | +10.3% |
| 3M | -3.2% | +80.2% | -83.4% | +11.5% |
| 6M | +20.3% | +111.0% | -90.6% | +45.2% |
| YTD | +79.6% | +8.8% | +70.8% | +107.5% |
| 1Y | +139.0% | +2.2% | +136.8% | +168.4% |
| All | +139.0% | +2.0% | +137.0% | +168.4% |
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 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