-25.9%
THO price history and return analytics
+66.2%
-92.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.0% |
| 7D | -0.3% | +1.0% | -1.4% | -1.6% |
| 30D | -6.8% | -0.2% | -6.6% | -6.6% |
| 3M | -3.5% | +4.5% | -8.1% | -8.9% |
| 6M | -12.9% | +14.1% | -27.0% | -26.6% |
| YTD | -26.4% | +14.8% | -41.2% | -38.4% |
| 1Y | -32.2% | +21.2% | -53.4% | -47.1% |
| 3Y | -20.4% | +76.6% | -97.0% | -61.2% |
| 5Y | -25.9% | +66.6% | -92.5% | -62.6% |
| All | -25.9% | +66.2% | -92.1% | -62.6% |
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