+15.3%
THO price history and return analytics
+229.8%
-214.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | -0.1% |
| 7D | -5.3% | -1.1% | -4.2% | -3.8% |
| 30D | -7.7% | -1.0% | -6.8% | -6.4% |
| 3M | -4.4% | +3.2% | -7.5% | -8.9% |
| 6M | -12.8% | +12.5% | -25.3% | -26.9% |
| YTD | -27.7% | +14.1% | -41.8% | -40.5% |
| 1Y | -32.4% | +18.9% | -51.3% | -47.7% |
| 3Y | -20.0% | +74.1% | -94.0% | -64.3% |
| 5Y | -28.0% | +66.9% | -94.9% | -65.5% |
| All | +15.3% | +229.8% | -214.5% | -76.5% |
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