-3.2%
TLTW price history and return analytics
+86.5%
-89.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -1.9% | +2.9% | -4.7% | -2.4% |
| 30D | +2.9% | -2.5% | +5.4% | +3.3% |
| 3M | +0.2% | -3.3% | +3.5% | +0.8% |
| 6M | -1.5% | +1.5% | -3.1% | -1.9% |
| YTD | -1.1% | +11.4% | -12.5% | -3.1% |
| 1Y | -3.0% | +11.9% | -14.9% | -5.0% |
| 3Y | +11.9% | +73.9% | -62.0% | 0.0% |
| All | -3.2% | +86.5% | -89.7% | -16.5% |
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