+0.6%
TLTP price history and return analytics
+35.4%
-34.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.2% |
| 7D | +0.7% | +0.4% | +0.4% | +0.7% |
| 30D | +5.1% | -2.6% | +7.7% | +5.4% |
| 3M | +1.0% | -3.2% | +4.2% | +1.3% |
| 6M | -1.4% | +0.9% | -2.3% | -1.5% |
| YTD | -0.7% | +11.3% | -12.0% | -1.6% |
| 1Y | -1.5% | +14.0% | -15.5% | -2.5% |
| All | +0.6% | +35.4% | -34.9% | -1.7% |
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