+1,800.1%
THC vs VO
+206.8%
+1,593.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | -1.9% |
| 7D | +7.5% | -0.1% | +7.6% | +7.6% |
| 30D | +9.6% | +0.5% | +9.1% | +8.6% |
| 3M | +10.3% | -1.0% | +11.3% | +11.5% |
| 6M | +51.8% | +6.4% | +45.4% | +37.6% |
| YTD | +45.4% | +13.6% | +31.8% | +19.1% |
| 1Y | +40.8% | +14.5% | +26.3% | +13.8% |
| 3Y | +448.8% | +67.2% | +381.6% | +146.8% |
| 5Y | +263.4% | +36.1% | +227.3% | +128.5% |
| 10Y | +1,800.1% | +199.3% | +1,600.7% | +267.1% |
| All | +1,800.1% | +206.8% | +1,593.3% | +267.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling