+502.9%
TEAM price history and return analytics
+222.7%
+280.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.5% |
| 7D | -4.7% | -0.1% | -4.5% | -4.4% |
| 30D | +17.0% | -0.7% | +17.7% | +18.1% |
| 3M | +85.9% | +4.0% | +81.9% | +76.4% |
| 6M | +116.7% | +12.3% | +104.4% | +84.9% |
| YTD | +9.6% | +14.0% | -4.4% | -8.8% |
| 1Y | -2.5% | +20.3% | -22.8% | -24.5% |
| 3Y | -14.0% | +75.4% | -89.4% | -57.6% |
| 5Y | -53.1% | +66.0% | -119.0% | -74.4% |
| 10Y | +502.9% | +228.2% | +274.7% | +65.1% |
| All | +502.9% | +222.7% | +280.2% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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