-2.7%
TLTI price history and return analytics
+30.8%
-33.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -0.4% | -0.1% | -0.2% | -0.4% |
| 30D | +3.8% | -3.1% | +6.9% | +4.4% |
| 3M | -0.4% | -3.5% | +3.1% | +0.2% |
| 6M | -3.4% | +0.5% | -3.9% | -3.6% |
| YTD | -2.2% | +10.8% | -13.0% | -3.9% |
| 1Y | -3.9% | +11.9% | -15.8% | -5.6% |
| All | -2.7% | +30.8% | -33.6% | -7.6% |
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