+52.1%
TEL price history and return analytics
+65.1%
-12.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.7% |
| 7D | +1.2% | -0.1% | +1.4% | +1.4% |
| 30D | -4.1% | -0.7% | -3.4% | -3.2% |
| 3M | -2.6% | +4.0% | -6.6% | -7.2% |
| 6M | 0.0% | +12.3% | -12.3% | -13.7% |
| YTD | -9.1% | +14.0% | -23.1% | -22.8% |
| 1Y | -0.8% | +20.3% | -21.1% | -21.1% |
| 3Y | +67.4% | +75.4% | -8.1% | -16.5% |
| All | +52.1% | +65.1% | -12.9% | -17.6% |
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