-9.9%
TSL price history and return analytics
+90.6%
-100.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.5% | +5.6% | +6.4% |
| 7D | +4.1% | +1.0% | +3.1% | +1.5% |
| 30D | +14.5% | -0.2% | +14.7% | +15.4% |
| 3M | -14.3% | +4.5% | -18.9% | -22.1% |
| 6M | -12.4% | +14.1% | -26.4% | -36.0% |
| YTD | -25.7% | +14.8% | -40.5% | -46.7% |
| 1Y | +0.7% | +21.2% | -20.5% | -36.5% |
| 3Y | +21.9% | +76.6% | -54.7% | -63.8% |
| All | -9.9% | +90.6% | -100.4% | -75.6% |
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 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