+3.2%
TLTX vs VT
+19.5%
-16.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | +0.7% |
| 7D | +0.9% | -4.2% | +5.0% | +1.6% |
| 30D | +6.1% | -5.8% | +11.9% | +7.3% |
| 3M | +0.5% | -5.2% | +5.7% | +1.5% |
| 6M | -2.1% | +0.1% | -2.2% | -2.1% |
| YTD | -2.1% | +8.2% | -10.3% | -3.3% |
| 1Y | -3.2% | +10.1% | -13.3% | -4.5% |
| All | +3.2% | +19.5% | -16.2% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling