+250.0%
TH vs VT
+57.9%
+192.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.4% | +6.4% |
| 7D | +1.8% | -1.6% | +3.4% | +2.9% |
| 30D | -23.1% | -2.5% | -20.6% | -21.7% |
| 3M | -8.2% | -1.3% | -6.9% | -7.2% |
| 6M | -1.3% | +3.1% | -4.4% | -2.7% |
| YTD | +80.9% | +10.9% | +70.0% | +70.7% |
| 1Y | +86.2% | +12.1% | +74.2% | +74.9% |
| 3Y | +6.2% | +73.9% | -67.7% | -19.8% |
| All | +250.0% | +57.9% | +192.1% | +191.1% |
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