+1,179.1%
VST vs TEAM
+453.4%
+725.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +19.2% | -16.9% | +36.1% | +21.0% |
| 30D | -17.2% | -26.8% | +9.6% | -14.8% |
| 3M | -8.1% | -1.9% | -6.2% | -8.8% |
| 6M | -8.1% | +79.2% | -87.3% | -16.5% |
| YTD | -16.3% | -6.1% | -10.2% | -17.8% |
| 1Y | -24.1% | -2.1% | -22.0% | -26.0% |
| 3Y | +300.2% | -13.6% | +313.8% | +295.7% |
| 5Y | +645.9% | -65.8% | +711.7% | +671.0% |
| All | +1,179.1% | +453.4% | +725.7% | +847.7% |
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