+1,117.7%
SCHG vs THC
+1,136.6%
-18.9%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.9% | -4.5% | -1.3% |
| 7D | -0.9% | +4.1% | -5.0% | -1.5% |
| 30D | -2.3% | +3.5% | -5.8% | -2.9% |
| 3M | +4.5% | +61.7% | -57.2% | -3.3% |
| 6M | +13.6% | +11.8% | +1.7% | +10.8% |
| YTD | +7.6% | +35.4% | -27.8% | +1.6% |
| 1Y | +13.0% | +37.0% | -24.0% | +6.3% |
| 3Y | +87.0% | +260.1% | -173.1% | +48.8% |
| 5Y | +82.9% | +262.6% | -179.7% | +41.5% |
| 10Y | +453.6% | +1,039.2% | -585.6% | +222.8% |
| All | +1,117.7% | +1,136.6% | -18.9% | +548.8% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling