-33.3%
TSLT price history and return analytics
+77.7%
-111.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +2.6% | +8.6% | -0.5% |
| 7D | -14.3% | +0.4% | -14.7% | -14.1% |
| 30D | -6.3% | -2.6% | -3.7% | +8.0% |
| 3M | +20.5% | -3.2% | +23.7% | +44.6% |
| 6M | -37.4% | +0.9% | -38.3% | -33.8% |
| YTD | -48.9% | +11.3% | -60.2% | -65.6% |
| 1Y | -46.8% | +14.0% | -60.8% | -67.7% |
| 3Y | -25.1% | +75.8% | -100.9% | -89.2% |
| All | -33.3% | +77.7% | -111.0% | -91.1% |
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