+1.3%
TH price history and return analytics
+74.0%
-72.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.0% |
| 7D | +2.0% | +2.4% | -0.3% | +0.2% |
| 30D | -32.9% | -1.5% | -31.3% | -32.0% |
| 3M | -28.8% | -4.1% | -24.6% | -26.2% |
| 6M | -33.8% | +0.6% | -34.3% | -33.9% |
| YTD | +44.7% | +11.0% | +33.7% | +33.6% |
| 1Y | +86.3% | +13.3% | +73.0% | +69.3% |
| 3Y | +1.3% | +73.4% | -72.1% | -25.4% |
| All | +1.3% | +74.0% | -72.7% | -25.4% |
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