-62.2%
TLS price history and return analytics
+99.6%
-161.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.5% | +7.4% | +7.8% |
| 7D | +48.9% | -0.1% | +49.1% | +50.9% |
| 30D | +65.7% | -3.1% | +68.7% | +77.3% |
| 3M | +90.3% | -3.5% | +93.8% | +104.6% |
| 6M | +71.2% | +0.5% | +70.7% | +71.7% |
| YTD | +50.4% | +10.8% | +39.6% | +25.4% |
| 1Y | -1.2% | +11.9% | -13.1% | -18.9% |
| 3Y | +100.8% | +73.0% | +27.8% | -18.9% |
| 5Y | -68.8% | +58.6% | -127.4% | -84.1% |
| All | -62.2% | +99.6% | -161.8% | -88.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling