+82.7%
VZ vs TEAM
+772.8%
-690.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | -0.1% |
| 7D | +5.6% | -10.2% | +15.8% | +5.7% |
| 30D | +1.9% | -5.5% | +7.4% | +1.9% |
| 3M | +0.8% | +61.7% | -61.0% | +0.4% |
| 6M | +0.6% | +98.5% | -97.9% | +0.1% |
| YTD | +20.8% | +13.0% | +7.7% | +20.7% |
| 1Y | +23.9% | +13.5% | +10.4% | +23.8% |
| 3Y | +55.7% | +3.6% | +52.1% | +54.6% |
| 5Y | +21.5% | -58.4% | +79.9% | +21.2% |
| 10Y | +68.5% | +581.4% | -512.9% | +62.5% |
| All | +82.7% | +772.8% | -690.1% | +76.3% |
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