+107.8%
TPHD price history and return analytics
+132.5%
-24.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.2% |
| 7D | -1.8% | -2.3% | +0.5% | +0.1% |
| 30D | +5.8% | -5.0% | +10.8% | +10.3% |
| 3M | +0.8% | -4.9% | +5.7% | +5.0% |
| 6M | +4.9% | -1.5% | +6.4% | +5.4% |
| YTD | +15.0% | +8.5% | +6.5% | +5.5% |
| 1Y | +17.4% | +11.4% | +6.0% | +5.1% |
| 3Y | +51.3% | +70.1% | -18.8% | -9.5% |
| 5Y | +54.3% | +53.7% | +0.6% | +1.1% |
| All | +107.8% | +132.5% | -24.7% | -15.8% |
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 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