-53.8%
TEAM price history and return analytics
+66.2%
-120.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.1% |
| 7D | -5.7% | +1.0% | -6.7% | -7.2% |
| 30D | +18.3% | -0.2% | +18.6% | +19.0% |
| 3M | +80.2% | +4.5% | +75.7% | +66.0% |
| 6M | +111.0% | +14.1% | +96.9% | +63.7% |
| YTD | +8.8% | +14.8% | -6.0% | -17.4% |
| 1Y | +2.2% | +21.2% | -19.0% | -30.5% |
| 3Y | -14.6% | +76.6% | -91.2% | -72.4% |
| 5Y | -53.8% | +66.6% | -120.4% | -81.7% |
| All | -53.8% | +66.2% | -120.0% | -81.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling