+81.0%
VZ vs TEAM
+631.8%
-550.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -16.2% | +15.2% | -0.8% |
| 7D | +2.1% | -19.8% | +22.0% | +2.3% |
| 30D | +1.4% | -21.5% | +22.9% | +1.5% |
| 3M | -1.3% | +39.5% | -40.8% | -1.6% |
| 6M | -0.5% | +73.1% | -73.6% | -1.0% |
| YTD | +19.6% | -5.2% | +24.9% | +19.7% |
| 1Y | +22.4% | -1.6% | +23.9% | +22.3% |
| 3Y | +55.9% | -11.4% | +67.3% | +54.9% |
| 5Y | +20.4% | -65.1% | +85.5% | +20.2% |
| 10Y | +66.9% | +471.3% | -404.4% | +61.1% |
| All | +81.0% | +631.8% | -550.8% | +74.8% |
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