+4.6%
TH price history and return analytics
+141.8%
-137.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -6.3% |
| 7D | -28.9% | -0.1% | -28.8% | -29.2% |
| 30D | -44.1% | -3.1% | -41.0% | -42.1% |
| 3M | -35.9% | -3.5% | -32.4% | -33.3% |
| 6M | -32.8% | +0.5% | -33.3% | -33.4% |
| YTD | +28.6% | +10.8% | +17.8% | +12.9% |
| 1Y | +54.4% | +11.9% | +42.5% | +33.9% |
| 3Y | -10.0% | +73.0% | -82.9% | -55.2% |
| 5Y | +129.4% | +58.6% | +70.8% | +24.3% |
| All | +4.6% | +141.8% | -137.2% | -68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling