+443.6%
THO price history and return analytics
+355.4%
+88.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | +2.7% | -0.1% | +2.9% | +2.9% |
| 30D | +25.5% | -3.1% | +28.5% | +30.0% |
| 3M | +0.8% | -3.5% | +4.3% | +5.0% |
| 6M | +4.5% | +0.5% | +4.1% | +3.4% |
| YTD | -20.5% | +10.8% | -31.3% | -30.0% |
| 1Y | -20.0% | +11.9% | -31.9% | -30.4% |
| 3Y | -6.9% | +73.0% | -79.8% | -51.4% |
| 5Y | -20.2% | +58.6% | -78.8% | -53.0% |
| 10Y | +22.8% | +219.2% | -196.3% | -64.2% |
| All | +443.6% | +355.4% | +88.1% | +9.2% |
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