+1,205.2%
VST vs TEAM
+495.8%
+709.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.8% | +6.5% | +7.2% |
| 7D | -0.5% | -17.2% | +16.7% | +1.1% |
| 30D | -17.1% | -25.1% | +8.0% | -14.9% |
| 3M | -4.6% | +3.9% | -8.5% | -5.8% |
| 6M | -9.1% | +69.1% | -78.2% | -16.6% |
| YTD | -16.6% | -4.5% | -12.2% | -18.3% |
| 1Y | -29.5% | -1.9% | -27.6% | -31.2% |
| 3Y | +297.5% | -9.3% | +306.9% | +291.0% |
| 5Y | +654.5% | -65.2% | +719.7% | +678.5% |
| 10Y | +1,205.2% | +467.0% | +738.3% | +863.5% |
| All | +1,205.2% | +495.8% | +709.5% | +863.5% |
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 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