+120.6%
TPLC price history and return analytics
+138.7%
-18.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +2.0% | +2.9% | -0.9% | -0.7% |
| 30D | +2.8% | -2.5% | +5.3% | +5.2% |
| 3M | -0.3% | -3.3% | +3.0% | +2.8% |
| 6M | +6.9% | +1.5% | +5.3% | +4.7% |
| YTD | +13.8% | +11.4% | +2.5% | +1.6% |
| 1Y | +12.8% | +11.9% | +0.9% | +0.2% |
| 3Y | +53.6% | +73.9% | -20.3% | -12.4% |
| 5Y | +42.2% | +57.9% | -15.7% | -10.8% |
| All | +120.6% | +138.7% | -18.1% | -12.7% |
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