+448.8%
THC vs VEU
+70.2%
+378.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | 0.0% |
| 7D | +7.5% | +0.8% | +6.7% | +7.0% |
| 30D | +9.6% | -1.6% | +11.2% | +10.8% |
| 3M | +10.3% | -4.2% | +14.4% | +13.4% |
| 6M | +51.8% | -1.5% | +53.3% | +52.1% |
| YTD | +45.4% | +11.7% | +33.7% | +29.5% |
| 1Y | +40.8% | +15.6% | +25.2% | +21.2% |
| 3Y | +448.8% | +71.7% | +377.1% | +165.0% |
| All | +448.8% | +70.2% | +378.6% | +165.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling