+151.1%
TH vs VT
+53.2%
+97.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -4.1% | -3.6% | -5.2% |
| 7D | -26.8% | -4.2% | -22.7% | -25.0% |
| 30D | -43.8% | -5.8% | -38.0% | -41.7% |
| 3M | -33.9% | -5.2% | -28.6% | -31.6% |
| 6M | -33.4% | +0.1% | -33.5% | -33.3% |
| YTD | +30.1% | +8.2% | +21.9% | +24.4% |
| 1Y | +35.0% | +10.1% | +24.9% | +27.9% |
| 3Y | -23.7% | +69.7% | -93.3% | -41.5% |
| 5Y | +151.1% | +53.4% | +97.7% | +108.0% |
| All | +151.1% | +53.2% | +97.9% | +108.0% |
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