-51.0%
THRM vs VT
+66.2%
-117.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +2.9% | +0.4% | +2.5% | +2.3% |
| 30D | -2.3% | +1.0% | -3.3% | -3.4% |
| 3M | +7.3% | +2.4% | +4.9% | +3.7% |
| 6M | +32.4% | +12.0% | +20.4% | +13.7% |
| YTD | +11.9% | +15.3% | -3.4% | -7.3% |
| 1Y | +13.5% | +22.6% | -9.1% | -13.1% |
| 3Y | -32.6% | +74.7% | -107.3% | -68.1% |
| All | -51.0% | +66.2% | -117.2% | -75.4% |
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