+40.7%
THC vs VEU
+17.0%
+23.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.0% | +7.6% | +8.9% |
| 7D | +8.8% | +0.2% | +8.6% | +8.7% |
| 30D | +12.6% | -2.1% | +14.8% | +13.2% |
| 3M | +15.4% | -2.7% | +18.1% | +16.1% |
| 6M | +57.7% | +3.2% | +54.5% | +54.3% |
| YTD | +47.1% | +12.6% | +34.5% | +36.1% |
| 1Y | +40.7% | +17.1% | +23.6% | +27.2% |
| All | +40.7% | +17.0% | +23.7% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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