+185.2%
THM price history and return analytics
+66.2%
+119.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -3.5% | +0.4% | -3.9% | -3.9% |
| 30D | +18.4% | +1.0% | +17.4% | +17.3% |
| 3M | +0.8% | +2.4% | -1.6% | -0.6% |
| 6M | -24.2% | +12.0% | -36.2% | -32.1% |
| YTD | +34.9% | +15.3% | +19.6% | +18.6% |
| 1Y | +75.5% | +22.6% | +52.9% | +45.9% |
| 3Y | +578.4% | +74.7% | +503.7% | +301.0% |
| All | +185.2% | +66.2% | +119.0% | +72.3% |
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