+52.8%
TH vs VT
+15.2%
+37.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.1% | +1.7% | -23.8% | -23.6% |
| 7D | -20.0% | -0.3% | -19.7% | -19.8% |
| 30D | -40.3% | -1.4% | -38.9% | -39.3% |
| 3M | -29.4% | -1.4% | -28.0% | -28.3% |
| 6M | -25.5% | +5.5% | -30.9% | -28.6% |
| YTD | +40.9% | +12.8% | +28.1% | +23.1% |
| 1Y | +52.8% | +15.4% | +37.3% | +28.8% |
| All | +52.8% | +15.2% | +37.6% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling