-93.6%
THRY vs VT
+69.4%
-162.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -4.1% | -4.4% | -3.0% |
| 7D | -4.8% | -4.2% | -0.6% | +1.0% |
| 30D | -13.8% | -5.8% | -8.0% | -6.5% |
| 3M | -51.3% | -5.2% | -46.1% | -47.5% |
| 6M | -68.8% | +0.1% | -68.9% | -69.6% |
| YTD | -80.3% | +8.2% | -88.6% | -83.2% |
| 1Y | -83.5% | +10.1% | -93.6% | -86.3% |
| All | -93.6% | +69.4% | -162.9% | -96.9% |
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 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