+185.8%
THD price history and return analytics
+374.2%
-188.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.5% | +0.4% | +1.1% | +1.1% |
| 30D | +0.9% | +1.0% | -0.1% | +0.1% |
| 3M | +0.2% | +2.4% | -2.2% | -1.9% |
| 6M | +11.6% | +12.0% | -0.4% | +1.1% |
| YTD | +25.9% | +15.3% | +10.6% | +11.0% |
| 1Y | +30.5% | +22.6% | +7.9% | +8.8% |
| 3Y | +18.1% | +74.7% | -56.5% | -28.6% |
| 5Y | +7.9% | +66.1% | -58.3% | -33.0% |
| 10Y | +29.5% | +225.0% | -195.5% | -57.3% |
| All | +185.8% | +374.2% | -188.4% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling