+122.3%
THG vs VT
+57.5%
+64.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.2% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | +14.1% | -3.1% | +17.1% | +15.5% |
| 3M | +11.3% | -3.5% | +14.8% | +12.9% |
| 6M | +33.5% | +0.5% | +33.0% | +32.2% |
| YTD | +38.9% | +10.8% | +28.1% | +30.3% |
| 1Y | +40.6% | +11.9% | +28.7% | +31.1% |
| 3Y | +136.3% | +73.0% | +63.3% | +69.9% |
| 5Y | +122.3% | +58.6% | +63.7% | +68.2% |
| All | +122.3% | +57.5% | +64.8% | +68.2% |
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