-1.7%
TLTI vs VT
+27.8%
-29.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.5% |
| 7D | +0.3% | -4.2% | +4.5% | +1.0% |
| 30D | +5.7% | -5.8% | +11.5% | +6.8% |
| 3M | -0.3% | -5.2% | +4.9% | +0.6% |
| 6M | -1.7% | +0.1% | -1.8% | -1.7% |
| YTD | -1.2% | +8.2% | -9.5% | -2.5% |
| 1Y | -2.3% | +10.1% | -12.4% | -3.7% |
| All | -1.7% | +27.8% | -29.5% | -6.3% |
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