+148.2%
THW price history and return analytics
+226.9%
-78.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -1.0% | -1.2% |
| 7D | -4.4% | -2.0% | -2.4% | -2.9% |
| 30D | -1.9% | -1.4% | -0.5% | -0.8% |
| 3M | +13.8% | +4.7% | +9.1% | +9.6% |
| 6M | +17.1% | +11.4% | +5.7% | +7.2% |
| YTD | +13.6% | +13.1% | +0.6% | +2.8% |
| 1Y | +25.6% | +19.0% | +6.6% | +9.1% |
| 3Y | +46.0% | +73.9% | -27.9% | -7.6% |
| 5Y | +34.3% | +65.4% | -31.1% | -12.2% |
| All | +148.2% | +226.9% | -78.6% | -9.8% |
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