+36.0%
THIR price history and return analytics
+39.1%
-3.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | -1.9% | -0.7% | -1.2% | -1.5% |
| 3M | +1.1% | +4.0% | -2.9% | -1.2% |
| 6M | +5.6% | +12.3% | -6.7% | -1.0% |
| YTD | +5.2% | +14.0% | -8.8% | -2.2% |
| 1Y | +11.4% | +20.3% | -8.9% | +1.0% |
| All | +36.0% | +39.1% | -3.1% | +19.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling