+637.6%
TEAM price history and return analytics
+237.4%
+400.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | -2.4% |
| 7D | -17.2% | +0.4% | -17.6% | -17.8% |
| 30D | -25.1% | -2.6% | -22.5% | -22.7% |
| 3M | +3.9% | -3.2% | +7.1% | +8.0% |
| 6M | +69.1% | +0.9% | +68.2% | +65.6% |
| YTD | -4.5% | +11.3% | -15.8% | -18.2% |
| 1Y | -1.9% | +14.0% | -15.9% | -18.6% |
| 3Y | -9.3% | +75.8% | -85.2% | -55.4% |
| 5Y | -65.2% | +57.8% | -123.0% | -79.7% |
| 10Y | +467.0% | +219.8% | +247.2% | +63.9% |
| All | +637.6% | +237.4% | +400.2% | +91.7% |
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 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