+1.4%
TLTX price history and return analytics
+25.9%
-24.5%
-7.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -1.5% | -1.1% | -0.4% | -1.3% |
| 30D | -0.7% | -1.0% | +0.3% | -0.5% |
| 3M | -4.3% | +3.2% | -7.4% | -4.8% |
| 6M | -4.4% | +12.5% | -16.9% | -6.3% |
| YTD | -3.8% | +14.1% | -17.8% | -5.8% |
| 1Y | -4.2% | +18.9% | -23.1% | -6.9% |
| All | +1.4% | +25.9% | -24.5% | -1.4% |
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