-99.3%
THH vs VT
+23.3%
-122.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -18.5% | +0.4% | -19.0% | -18.8% |
| 30D | -32.9% | +1.0% | -33.9% | -33.4% |
| 3M | -49.1% | +2.4% | -51.5% | -49.7% |
| 6M | -64.5% | +12.0% | -76.5% | -68.9% |
| YTD | -99.1% | +15.3% | -114.4% | -99.2% |
| 1Y | -96.3% | +22.6% | -118.9% | -96.6% |
| All | -99.3% | +23.3% | -122.6% | -99.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling