+37.0%
THC vs VCLT
-2.6%
+39.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +4.0% |
| 7D | +4.1% | 0.0% | +4.1% | +4.1% |
| 30D | +3.5% | +0.1% | +3.4% | +3.4% |
| 3M | +61.7% | -2.9% | +64.6% | +64.7% |
| 6M | +11.8% | -4.0% | +15.8% | +15.6% |
| YTD | +35.4% | -2.2% | +37.7% | +38.3% |
| 1Y | +37.0% | -2.6% | +39.6% | +42.1% |
| All | +37.0% | -2.6% | +39.7% | +42.1% |
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