-31.1%
THO price history and return analytics
+18.7%
-49.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.9% |
| 7D | -5.0% | -2.0% | -3.0% | -3.1% |
| 30D | -11.4% | -1.4% | -10.0% | -10.2% |
| 3M | -3.1% | +4.7% | -7.8% | -7.6% |
| 6M | -13.8% | +11.4% | -25.2% | -23.5% |
| YTD | -28.5% | +13.1% | -41.6% | -37.0% |
| 1Y | -31.1% | +19.0% | -50.1% | -42.4% |
| All | -31.1% | +18.7% | -49.8% | -42.4% |
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