+928.9%
THC vs VEU
+192.1%
+736.8%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | 0.0% |
| 7D | -0.7% | +1.1% | -1.8% | -1.8% |
| 30D | +1.3% | +2.2% | -0.9% | -1.0% |
| 3M | +64.2% | +3.0% | +61.3% | +58.1% |
| 6M | +8.3% | +10.9% | -2.6% | -4.2% |
| YTD | +33.4% | +18.2% | +15.2% | +9.9% |
| 1Y | +37.7% | +28.3% | +9.4% | +3.7% |
| 3Y | +236.8% | +74.6% | +162.2% | +83.6% |
| 5Y | +249.3% | +56.4% | +192.9% | +116.3% |
| 10Y | +995.2% | +153.0% | +842.2% | +359.0% |
| All | +928.9% | +192.1% | +736.8% | +268.0% |
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 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