+123.9%
TLTE price history and return analytics
+229.8%
-105.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | -1.1% | -1.1% | 0.0% | -0.1% |
| 30D | +2.3% | -1.0% | +3.2% | +3.2% |
| 3M | +0.4% | +3.2% | -2.7% | -2.1% |
| 6M | +12.6% | +12.5% | +0.1% | +2.1% |
| YTD | +22.9% | +14.1% | +8.8% | +10.1% |
| 1Y | +28.9% | +18.9% | +10.0% | +11.4% |
| 3Y | +75.7% | +74.1% | +1.6% | +7.8% |
| 5Y | +50.0% | +66.9% | -16.9% | -4.9% |
| All | +123.9% | +229.8% | -105.9% | -28.1% |
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