+357.9%
IGV vs THC
+952.2%
-594.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.4% | -1.5% |
| 7D | -3.3% | -2.6% | -0.8% | -2.9% |
| 30D | 0.0% | -1.2% | +1.1% | +0.1% |
| 3M | +7.3% | +58.9% | -51.6% | -0.1% |
| 6M | +16.7% | +9.3% | +7.4% | +14.4% |
| YTD | -2.8% | +30.4% | -33.2% | -7.6% |
| 1Y | -6.7% | +34.6% | -41.3% | -12.0% |
| 3Y | +41.1% | +246.7% | -205.5% | +13.1% |
| 5Y | +22.0% | +244.5% | -222.5% | -4.6% |
| 10Y | +357.9% | +950.1% | -592.2% | +191.2% |
| All | +357.9% | +952.2% | -594.3% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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