+64.1%
THM price history and return analytics
+374.2%
-310.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -3.5% | +0.4% | -3.9% | -3.7% |
| 30D | +18.4% | +1.0% | +17.4% | +17.8% |
| 3M | +0.8% | +2.4% | -1.6% | +0.2% |
| 6M | -24.2% | +12.0% | -36.2% | -28.6% |
| YTD | +34.9% | +15.3% | +19.6% | +25.5% |
| 1Y | +75.5% | +22.6% | +52.9% | +57.6% |
| 3Y | +578.4% | +74.7% | +503.7% | +389.1% |
| 5Y | +178.9% | +66.1% | +112.7% | +107.4% |
| 10Y | +161.5% | +225.0% | -63.5% | +25.0% |
| All | +64.1% | +374.2% | -310.1% | -46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling