-10.6%
TH price history and return analytics
+69.7%
-80.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.8% |
| 7D | -16.9% | -2.3% | -14.6% | -15.5% |
| 30D | -37.8% | -5.0% | -32.8% | -35.1% |
| 3M | -29.0% | -4.9% | -24.1% | -26.0% |
| 6M | -28.1% | -1.5% | -26.5% | -27.0% |
| YTD | +41.8% | +8.5% | +33.3% | +33.2% |
| 1Y | +74.2% | +11.4% | +62.9% | +60.4% |
| 3Y | -10.6% | +70.1% | -80.6% | -36.5% |
| All | -10.6% | +69.7% | -80.3% | -36.5% |
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