-89.5%
THRY vs VT
+75.0%
-164.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.4% | +8.4% |
| 7D | +9.5% | +0.4% | +9.0% | +8.9% |
| 30D | -14.9% | +1.0% | -15.9% | -15.9% |
| 3M | -45.3% | +2.4% | -47.6% | -47.7% |
| 6M | -34.8% | +12.0% | -46.8% | -46.3% |
| YTD | -65.6% | +15.3% | -81.0% | -73.0% |
| 1Y | -83.2% | +22.6% | -105.8% | -88.0% |
| All | -89.5% | +75.0% | -164.5% | -95.4% |
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 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