+897.3%
VST vs TEAM
+526.0%
+371.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -3.5% | -2.7% | -5.8% |
| 7D | -19.9% | -10.2% | -9.7% | -19.0% |
| 30D | -29.7% | -5.5% | -24.2% | -29.3% |
| 3M | -19.6% | +61.7% | -81.3% | -24.4% |
| 6M | -29.4% | +98.5% | -127.9% | -36.1% |
| YTD | -29.7% | +13.0% | -42.8% | -32.0% |
| 1Y | -40.0% | +13.5% | -53.6% | -42.1% |
| 3Y | +231.0% | +3.6% | +227.4% | +222.3% |
| 5Y | +500.1% | -58.4% | +558.4% | +510.0% |
| 10Y | +1,004.2% | +581.4% | +422.8% | +695.9% |
| All | +897.3% | +526.0% | +371.4% | +610.8% |
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