+47.1%
TH vs VT
+142.1%
-95.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.4% | +6.4% |
| 7D | +1.8% | -1.6% | +3.4% | +3.8% |
| 30D | -23.1% | -2.5% | -20.6% | -20.5% |
| 3M | -8.2% | -1.3% | -6.9% | -6.5% |
| 6M | -1.3% | +3.1% | -4.4% | -4.6% |
| YTD | +80.9% | +10.9% | +70.0% | +59.5% |
| 1Y | +86.2% | +12.1% | +74.2% | +62.5% |
| 3Y | +6.2% | +73.9% | -67.7% | -47.3% |
| 5Y | +253.4% | +58.0% | +195.4% | +94.1% |
| All | +47.1% | +142.1% | -95.0% | -55.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling