+34.6%
THC vs VO
+14.5%
+20.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -2.6% | +0.6% | -3.2% | -2.9% |
| 30D | -1.2% | -1.1% | -0.1% | -0.5% |
| 3M | +58.9% | +4.5% | +54.4% | +54.4% |
| 6M | +9.3% | +11.1% | -1.7% | +1.7% |
| YTD | +30.4% | +13.5% | +16.8% | +18.3% |
| 1Y | +34.6% | +14.5% | +20.1% | +19.9% |
| All | +34.6% | +14.5% | +20.1% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling