+95.6%
VZ vs TEAM
+802.8%
-707.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.9% |
| 7D | +0.1% | -0.4% | +0.5% | +0.1% |
| 30D | +7.9% | +67.3% | -59.4% | +7.5% |
| 3M | +13.6% | +86.8% | -73.1% | +13.1% |
| 6M | +1.1% | +146.8% | -145.7% | +0.4% |
| YTD | +29.3% | +16.9% | +12.4% | +29.2% |
| 1Y | +21.2% | +12.8% | +8.5% | +21.2% |
| 3Y | +75.9% | -7.3% | +83.2% | +75.2% |
| 5Y | +24.1% | -50.7% | +74.8% | +23.5% |
| 10Y | +62.4% | +529.8% | -467.4% | +56.9% |
| All | +95.6% | +802.8% | -707.1% | +88.7% |
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