-8.9%
THO vs VT
+69.4%
-78.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +2.1% |
| 7D | +11.8% | -4.2% | +16.0% | +17.6% |
| 30D | +22.7% | -5.8% | +28.5% | +31.5% |
| 3M | +4.4% | -5.2% | +9.6% | +11.1% |
| 6M | +11.0% | +0.1% | +10.9% | +9.9% |
| YTD | -17.7% | +8.2% | -25.9% | -26.2% |
| 1Y | -18.9% | +10.1% | -29.0% | -28.9% |
| All | -8.9% | +69.4% | -78.2% | -62.6% |
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