-35.1%
TLT price history and return analytics
+57.4%
-92.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -0.2% |
| 7D | +0.3% | +0.4% | -0.1% | +0.2% |
| 30D | +5.1% | -2.6% | +7.7% | +5.4% |
| 3M | -0.2% | -3.2% | +3.0% | +0.2% |
| 6M | -2.9% | +0.9% | -3.9% | -3.1% |
| YTD | -2.7% | +11.3% | -14.0% | -3.9% |
| 1Y | -4.6% | +14.0% | -18.6% | -6.0% |
| 3Y | +6.1% | +75.8% | -69.8% | -0.1% |
| 5Y | -35.1% | +57.8% | -93.0% | -42.2% |
| All | -35.1% | +57.4% | -92.5% | -42.2% |
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