+371.9%
THC vs VLTO
+56.1%
+315.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.6% |
| 7D | +7.5% | +2.0% | +5.4% | +6.5% |
| 30D | +9.6% | +21.8% | -12.2% | -0.7% |
| 3M | +10.3% | +20.2% | -10.0% | +0.4% |
| 6M | +51.8% | +36.3% | +15.5% | +29.9% |
| YTD | +45.4% | +18.8% | +26.6% | +32.7% |
| 1Y | +40.8% | +20.4% | +20.4% | +27.3% |
| 3Y | +448.8% | +71.9% | +376.9% | +335.0% |
| All | +371.9% | +56.1% | +315.8% | +280.7% |
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