-52.5%
TLSI vs VT
+85.7%
-138.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +3.5% | +0.4% | +3.1% | +3.3% |
| 30D | +8.2% | +1.0% | +7.3% | +7.9% |
| 3M | +51.5% | +2.4% | +49.1% | +50.4% |
| 6M | 0.0% | +12.0% | -12.0% | -3.6% |
| YTD | -28.4% | +15.3% | -43.7% | -31.4% |
| 1Y | -2.9% | +22.6% | -25.5% | -8.2% |
| 3Y | -17.5% | +74.7% | -92.2% | -25.4% |
| 5Y | -49.4% | +66.1% | -115.6% | -53.7% |
| All | -52.5% | +85.7% | -138.2% | -58.3% |
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 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