+1,021.9%
THC vs VEU
+176.1%
+845.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.8% | -0.9% |
| 7D | +7.5% | +0.8% | +6.7% | +6.7% |
| 30D | +9.6% | -1.6% | +11.2% | +11.3% |
| 3M | +10.3% | -4.2% | +14.4% | +14.9% |
| 6M | +51.8% | -1.5% | +53.3% | +52.2% |
| YTD | +45.4% | +11.7% | +33.7% | +26.7% |
| 1Y | +40.8% | +15.6% | +25.2% | +18.2% |
| 3Y | +448.8% | +71.7% | +377.1% | +203.2% |
| 5Y | +263.4% | +49.5% | +213.9% | +135.3% |
| 10Y | +1,800.1% | +145.6% | +1,654.4% | +719.6% |
| All | +1,021.9% | +176.1% | +845.8% | +324.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling