+40.7%
THC vs VCLT
-3.2%
+43.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +8.7% |
| 7D | +8.8% | +0.4% | +8.4% | +8.5% |
| 30D | +12.6% | +3.9% | +8.7% | +9.3% |
| 3M | +15.4% | -1.9% | +17.3% | +17.0% |
| 6M | +57.7% | -2.6% | +60.3% | +60.4% |
| YTD | +47.1% | -3.1% | +50.2% | +51.4% |
| 1Y | +40.7% | -3.6% | +44.2% | +45.7% |
| All | +40.7% | -3.2% | +43.9% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling