+78.5%
TLTD price history and return analytics
+74.2%
+4.4%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | -0.1% | -0.7% | +0.5% | +0.5% |
| 3M | +6.2% | +4.0% | +2.2% | +2.5% |
| 6M | +9.3% | +12.3% | -3.0% | -1.6% |
| YTD | +13.7% | +14.0% | -0.4% | +1.1% |
| 1Y | +22.0% | +20.3% | +1.7% | +3.5% |
| All | +78.5% | +74.2% | +4.4% | +7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling