+43.4%
THC vs VCLT
-4.8%
+48.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -0.9% |
| 7D | +0.1% | -1.9% | +2.0% | +1.9% |
| 30D | +7.5% | +1.4% | +6.0% | +6.4% |
| 3M | +7.5% | -1.8% | +9.3% | +9.1% |
| 6M | +46.4% | -3.9% | +50.4% | +51.3% |
| YTD | +44.4% | -3.9% | +48.3% | +50.0% |
| 1Y | +43.4% | -4.7% | +48.2% | +52.4% |
| All | +43.4% | -4.8% | +48.2% | +52.4% |
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