+120.9%
THG price history and return analytics
+57.4%
+63.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -0.2% |
| 7D | -1.3% | +0.4% | -1.6% | -1.5% |
| 30D | +11.8% | -2.6% | +14.4% | +13.0% |
| 3M | +7.5% | -3.2% | +10.7% | +8.9% |
| 6M | +30.8% | +0.9% | +29.9% | +29.3% |
| YTD | +36.1% | +11.3% | +24.8% | +27.5% |
| 1Y | +39.3% | +14.0% | +25.3% | +28.6% |
| 3Y | +131.3% | +75.8% | +55.5% | +65.0% |
| 5Y | +120.9% | +57.8% | +63.1% | +68.1% |
| All | +120.9% | +57.4% | +63.5% | +68.1% |
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