+42.4%
TPLC price history and return analytics
+57.4%
-15.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | 0.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | +2.9% | -2.6% | +5.5% | +5.3% |
| 3M | +0.3% | -3.2% | +3.6% | +3.2% |
| 6M | +6.7% | +0.9% | +5.8% | +5.3% |
| YTD | +13.7% | +11.3% | +2.4% | +2.2% |
| 1Y | +13.9% | +14.0% | -0.1% | +0.1% |
| 3Y | +55.0% | +75.8% | -20.8% | -10.2% |
| 5Y | +42.4% | +57.8% | -15.4% | -9.3% |
| All | +42.4% | +57.4% | -15.0% | -9.3% |
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