+70.6%
VZ vs TEAM
+444.3%
-373.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +0.6% |
| 7D | +2.4% | -22.2% | +24.6% | +2.5% |
| 30D | +11.2% | -28.1% | +39.3% | +11.3% |
| 3M | 0.0% | -2.2% | +2.1% | -0.1% |
| 6M | +1.3% | +62.2% | -60.9% | +0.9% |
| YTD | +21.3% | -8.4% | +29.6% | +21.3% |
| 1Y | +23.9% | -6.6% | +30.6% | +24.0% |
| 3Y | +57.7% | -15.7% | +73.4% | +56.7% |
| 5Y | +21.2% | -65.7% | +86.9% | +20.8% |
| 10Y | +70.6% | +441.0% | -370.4% | +69.5% |
| All | +70.6% | +444.3% | -373.8% | +69.5% |
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