+421.3%
THC vs VO
+66.5%
+354.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.0% | +3.1% | -2.1% | -2.0% |
| 30D | +5.3% | +2.2% | +3.1% | +3.1% |
| 3M | +7.1% | -2.5% | +9.6% | +9.7% |
| 6M | +46.0% | +7.0% | +39.1% | +36.0% |
| YTD | +43.9% | +14.0% | +29.9% | +24.9% |
| 1Y | +45.4% | +15.6% | +29.8% | +24.1% |
| 3Y | +421.3% | +66.2% | +355.1% | +150.7% |
| All | +421.3% | +66.5% | +354.7% | +150.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling