+26.4%
V vs TLT
-4.6%
+31.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +13.6% | +6.2% | +7.4% | +12.3% |
| 3M | +14.3% | +0.1% | +14.2% | +14.0% |
| 6M | +33.1% | -3.0% | +36.1% | +33.1% |
| YTD | +21.2% | -2.7% | +24.0% | +20.7% |
| 1Y | +26.4% | -4.8% | +31.3% | +28.0% |
| All | +26.4% | -4.6% | +31.1% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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