+246.7%
THC vs ITOT
+77.4%
+169.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -2.6% | +0.7% | -3.2% | -3.1% |
| 30D | -1.2% | -1.1% | -0.1% | -0.2% |
| 3M | +58.9% | +3.9% | +55.0% | +53.2% |
| 6M | +9.3% | +14.7% | -5.4% | -4.2% |
| YTD | +30.4% | +13.3% | +17.0% | +15.2% |
| 1Y | +34.6% | +19.1% | +15.4% | +13.0% |
| 3Y | +246.7% | +77.3% | +169.3% | +69.1% |
| All | +246.7% | +77.4% | +169.2% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling