-21.5%
TLX price history and return analytics
+36.0%
-57.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -2.7% |
| 7D | +1.4% | -2.0% | +3.4% | +3.5% |
| 30D | -0.8% | -1.4% | +0.6% | +0.6% |
| 3M | +26.1% | +4.7% | +21.3% | +20.0% |
| 6M | +50.6% | +11.4% | +39.3% | +34.2% |
| YTD | +58.9% | +13.1% | +45.8% | +39.6% |
| 1Y | +22.8% | +19.0% | +3.8% | +2.7% |
| All | -21.5% | +36.0% | -57.4% | -47.6% |
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 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