+1,900.5%
THC vs VEU
+144.2%
+1,756.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +1.3% |
| 7D | +8.8% | +0.5% | +8.3% | +8.1% |
| 30D | +10.0% | -2.3% | +12.3% | +13.2% |
| 3M | +11.7% | -4.4% | +16.1% | +17.8% |
| 6M | +52.5% | -2.2% | +54.6% | +53.8% |
| YTD | +46.1% | +10.9% | +35.1% | +22.1% |
| 1Y | +49.1% | +13.4% | +35.7% | +20.8% |
| 3Y | +439.6% | +69.7% | +369.9% | +139.5% |
| 5Y | +263.2% | +50.0% | +213.2% | +96.1% |
| 10Y | +1,900.5% | +145.8% | +1,754.7% | +496.1% |
| All | +1,900.5% | +144.2% | +1,756.3% | +496.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling