-3.8%
TLTX vs VT
+10.5%
-14.3%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | +0.7% | -2.3% | +3.0% | +1.2% |
| 30D | +5.9% | -5.0% | +10.9% | +7.0% |
| 3M | +0.5% | -4.9% | +5.3% | +1.5% |
| 6M | -2.6% | -1.5% | -1.0% | -2.4% |
| YTD | -2.2% | +8.5% | -10.7% | -3.9% |
| 1Y | -3.8% | +11.4% | -15.2% | -5.9% |
| All | -3.8% | +10.5% | -14.3% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling