-22.4%
TLS price history and return analytics
+15.2%
-37.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -3.7% |
| 7D | -14.3% | -0.3% | -14.0% | -13.9% |
| 30D | +14.2% | -1.4% | +15.7% | +16.3% |
| 3M | +3.7% | -1.4% | +5.1% | +5.6% |
| 6M | +15.8% | +5.5% | +10.3% | +9.8% |
| YTD | -0.8% | +12.8% | -13.6% | -17.5% |
| 1Y | -22.4% | +15.4% | -37.8% | -40.1% |
| All | -22.4% | +15.2% | -37.6% | -40.1% |
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