+443.6%
TEAM price history and return analytics
+221.8%
+221.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | -2.4% | +2.4% | -4.8% | -5.2% |
| 30D | -26.7% | -1.5% | -25.2% | -25.4% |
| 3M | -9.6% | -4.1% | -5.5% | -5.0% |
| 6M | +86.0% | +0.6% | +85.5% | +83.2% |
| YTD | -7.5% | +11.0% | -18.5% | -20.7% |
| 1Y | -1.4% | +13.3% | -14.7% | -17.7% |
| 3Y | -14.3% | +73.4% | -87.7% | -57.5% |
| 5Y | -66.3% | +57.4% | -123.7% | -80.6% |
| All | +443.6% | +221.8% | +221.9% | +49.3% |
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