+1,644.1%
THC vs VEU
+149.9%
+1,494.2%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +1.0% | +2.1% | -1.1% | -1.8% |
| 30D | +5.3% | -0.9% | +6.2% | +6.5% |
| 3M | +7.1% | -5.4% | +12.5% | +14.6% |
| 6M | +46.0% | -1.8% | +47.8% | +46.7% |
| YTD | +43.9% | +10.9% | +33.0% | +20.2% |
| 1Y | +45.4% | +13.6% | +31.9% | +17.4% |
| 3Y | +421.3% | +69.3% | +352.0% | +131.6% |
| 5Y | +261.5% | +48.1% | +213.4% | +98.7% |
| All | +1,644.1% | +149.9% | +1,494.2% | +357.8% |
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