-76.2%
TLS price history and return analytics
+95.5%
-171.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.4% |
| 7D | -11.1% | -2.3% | -8.8% | -7.6% |
| 30D | +11.8% | -5.0% | +16.8% | +22.4% |
| 3M | +5.5% | -4.9% | +10.3% | +14.9% |
| 6M | +14.8% | -1.5% | +16.3% | +17.6% |
| YTD | -5.5% | +8.5% | -14.0% | -19.3% |
| 1Y | -26.5% | +11.4% | -37.9% | -39.8% |
| 3Y | +66.8% | +70.1% | -3.3% | -31.3% |
| 5Y | -81.8% | +53.7% | -135.6% | -90.3% |
| All | -76.2% | +95.5% | -171.8% | -92.3% |
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 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