-34.5%
TLT price history and return analytics
+57.0%
-91.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -3.1% | +2.4% | -5.5% | -3.4% |
| 30D | +1.0% | -1.5% | +2.5% | +1.2% |
| 3M | -2.7% | -4.1% | +1.4% | -2.3% |
| 6M | -4.1% | +0.6% | -4.7% | -4.3% |
| YTD | -5.4% | +11.0% | -16.4% | -6.5% |
| 1Y | -7.0% | +13.3% | -20.4% | -8.3% |
| 3Y | +2.8% | +73.4% | -70.6% | -2.9% |
| All | -34.5% | +57.0% | -91.6% | -41.8% |
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