+1,740.6%
VRT vs TEAM
+110.5%
+1,630.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -16.2% | +19.6% | +6.6% |
| 7D | -21.4% | -19.8% | -1.5% | -18.1% |
| 30D | -25.8% | -21.5% | -4.3% | -22.6% |
| 3M | -33.5% | +39.5% | -73.0% | -39.7% |
| 6M | -49.0% | +73.1% | -122.1% | -57.2% |
| YTD | +12.9% | -5.2% | +18.2% | +8.3% |
| 1Y | 0.0% | -1.6% | +1.6% | -5.2% |
| 3Y | +361.8% | -11.4% | +373.3% | +340.1% |
| 5Y | +565.1% | -65.1% | +630.2% | +620.4% |
| All | +1,740.6% | +110.5% | +1,630.1% | +1,579.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling