+80.7%
TH price history and return analytics
+13.3%
+67.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.1% | +13.4% | +13.5% |
| 7D | +4.5% | -0.7% | +5.2% | +5.5% |
| 30D | -37.4% | -1.7% | -35.6% | -36.1% |
| 3M | -29.0% | -2.3% | -26.7% | -27.2% |
| 6M | -34.7% | +1.5% | -36.3% | -34.9% |
| YTD | +47.3% | +12.0% | +35.3% | +35.1% |
| 1Y | +80.7% | +12.9% | +67.8% | +65.9% |
| All | +80.7% | +13.3% | +67.4% | +65.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling