+635.3%
VST vs TEAM
-66.5%
+701.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | -1.6% |
| 7D | -6.0% | -22.2% | +16.2% | -3.8% |
| 30D | -18.8% | -28.1% | +9.4% | -16.2% |
| 3M | -8.0% | -2.2% | -5.9% | -8.7% |
| 6M | -10.9% | +62.2% | -73.2% | -18.6% |
| YTD | -18.3% | -8.4% | -10.0% | -18.8% |
| 1Y | -29.9% | -6.6% | -23.3% | -30.6% |
| 3Y | +290.3% | -15.7% | +306.0% | +293.1% |
| 5Y | +635.3% | -65.7% | +701.0% | +649.2% |
| All | +635.3% | -66.5% | +701.8% | +649.2% |
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