+118.3%
THM price history and return analytics
+221.8%
-103.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.8% |
| 7D | -14.9% | +2.4% | -17.3% | -16.6% |
| 30D | -34.5% | -1.5% | -33.0% | -32.7% |
| 3M | -50.8% | -4.1% | -46.6% | -48.1% |
| 6M | -53.0% | +0.6% | -53.6% | -51.8% |
| YTD | -29.6% | +11.0% | -40.6% | -31.6% |
| 1Y | -23.4% | +13.3% | -36.7% | -26.5% |
| 3Y | +263.9% | +73.4% | +190.5% | +174.7% |
| 5Y | +39.4% | +57.4% | -18.1% | +8.2% |
| All | +118.3% | +221.8% | -103.4% | +65.5% |
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 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