-23.4%
THM price history and return analytics
+11.9%
-35.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +2.5% |
| 7D | -14.9% | +2.4% | -17.3% | -21.7% |
| 30D | -34.5% | -1.5% | -33.0% | -27.9% |
| 3M | -50.8% | -4.1% | -46.6% | -40.5% |
| 6M | -53.0% | +0.6% | -53.6% | -49.8% |
| YTD | -29.6% | +11.0% | -40.6% | -40.7% |
| 1Y | -23.4% | +13.3% | -36.7% | -39.4% |
| All | -23.4% | +11.9% | -35.3% | -39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling