+631.8%
TEAM price history and return analytics
+228.8%
+403.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +0.2% | -16.4% | -16.4% |
| 7D | -19.8% | -2.3% | -17.5% | -17.6% |
| 30D | -21.5% | -5.0% | -16.6% | -16.5% |
| 3M | +39.5% | -4.9% | +44.4% | +48.5% |
| 6M | +73.1% | -1.5% | +74.6% | +74.7% |
| YTD | -5.2% | +8.5% | -13.7% | -16.2% |
| 1Y | -1.6% | +11.4% | -12.9% | -16.0% |
| 3Y | -11.4% | +70.1% | -81.5% | -54.6% |
| 5Y | -65.1% | +53.7% | -118.8% | -79.0% |
| 10Y | +471.3% | +220.0% | +251.3% | +65.6% |
| All | +631.8% | +228.8% | +403.0% | +96.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling