+11.5%
THO price history and return analytics
+221.8%
-210.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | -4.6% | +2.4% | -7.0% | -7.8% |
| 30D | +18.6% | -1.5% | +20.1% | +20.9% |
| 3M | -1.6% | -4.1% | +2.5% | +4.2% |
| 6M | +4.4% | +0.6% | +3.9% | +2.7% |
| YTD | -23.0% | +11.0% | -34.0% | -34.4% |
| 1Y | -20.7% | +13.3% | -34.1% | -34.5% |
| 3Y | -11.3% | +73.4% | -84.7% | -60.6% |
| 5Y | -24.6% | +57.4% | -82.0% | -60.7% |
| All | +11.5% | +221.8% | -210.3% | -79.1% |
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