+70.0%
THRO vs VT
+56.0%
+14.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -0.4% |
| 7D | -6.3% | -4.2% | -2.1% | -1.9% |
| 30D | -8.2% | -5.8% | -2.4% | -2.1% |
| 3M | -6.1% | -5.2% | -0.9% | -0.6% |
| 6M | 0.0% | +0.1% | -0.1% | -0.2% |
| YTD | +7.2% | +8.2% | -1.0% | -1.7% |
| 1Y | +7.6% | +10.1% | -2.6% | -3.2% |
| 3Y | +77.4% | +69.7% | +7.7% | -0.1% |
| All | +70.0% | +56.0% | +14.0% | +5.9% |
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