+37.0%
THC vs VEU
+25.0%
+12.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.6% | +4.1% |
| 7D | +4.1% | +0.3% | +3.8% | +4.0% |
| 30D | +3.5% | +0.7% | +2.9% | +3.3% |
| 3M | +61.7% | +4.7% | +57.1% | +59.2% |
| 6M | +11.8% | +11.6% | +0.2% | +6.9% |
| YTD | +35.4% | +16.8% | +18.6% | +26.2% |
| 1Y | +37.0% | +24.9% | +12.1% | +29.0% |
| All | +37.0% | +25.0% | +12.0% | +29.0% |
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