+332.8%
THC vs VLTO
+27.2%
+305.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +1.4% |
| 7D | -0.7% | -2.3% | +1.6% | +0.5% |
| 30D | +1.3% | -0.9% | +2.1% | +1.5% |
| 3M | +64.2% | +13.8% | +50.4% | +54.0% |
| 6M | +8.3% | +2.0% | +6.3% | +7.0% |
| YTD | +33.4% | -3.2% | +36.6% | +34.8% |
| 1Y | +37.7% | -9.2% | +46.8% | +43.7% |
| All | +332.8% | +27.2% | +305.6% | +286.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling