+8.0%
THTA vs VT
+75.5%
-67.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.3% | +0.4% | -0.2% | 0.0% |
| 30D | +1.4% | +1.0% | +0.4% | +0.8% |
| 3M | +3.8% | +2.4% | +1.5% | +2.1% |
| 6M | +7.9% | +12.0% | -4.1% | -0.5% |
| YTD | +11.0% | +15.3% | -4.3% | -0.1% |
| 1Y | +16.3% | +22.6% | -6.3% | -0.6% |
| All | +8.0% | +75.5% | -67.5% | -18.5% |
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