+138.4%
TH price history and return analytics
+59.5%
+78.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.6% | +1.1% | +13.4% | +13.9% |
| 7D | +4.5% | -0.7% | +5.2% | +5.1% |
| 30D | -37.4% | -1.7% | -35.6% | -36.6% |
| 3M | -29.0% | -2.3% | -26.7% | -27.9% |
| 6M | -34.7% | +1.5% | -36.3% | -35.2% |
| YTD | +47.3% | +12.0% | +35.3% | +38.1% |
| 1Y | +80.7% | +12.9% | +67.8% | +68.7% |
| 3Y | +3.1% | +74.9% | -71.8% | -22.2% |
| All | +138.4% | +59.5% | +78.9% | +86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling