+905.2%
VRT vs TEAM
-50.6%
+955.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.6% | +7.0% | +4.9% |
| 7D | +9.1% | -0.4% | +9.6% | +9.2% |
| 30D | +0.9% | +67.3% | -66.4% | -11.9% |
| 3M | -13.4% | +86.8% | -100.2% | -27.7% |
| 6M | +11.7% | +146.8% | -135.1% | -17.8% |
| YTD | +73.2% | +16.9% | +56.3% | +62.1% |
| 1Y | +123.4% | +12.8% | +110.6% | +109.4% |
| 3Y | +606.2% | -7.3% | +613.4% | +588.1% |
| All | +905.2% | -50.6% | +955.8% | +1,013.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling