+471.2%
THC vs VO
+797.8%
-326.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.9% |
| 7D | +3.7% | -2.6% | +6.2% | +7.0% |
| 30D | +9.0% | -0.9% | +10.0% | +10.2% |
| 3M | +10.4% | -3.0% | +13.4% | +14.3% |
| 6M | +45.7% | +2.2% | +43.5% | +41.1% |
| YTD | +42.6% | +10.6% | +32.0% | +24.9% |
| 1Y | +38.8% | +12.5% | +26.2% | +18.8% |
| 3Y | +418.8% | +61.4% | +357.4% | +184.4% |
| 5Y | +275.7% | +33.4% | +242.3% | +165.5% |
| 10Y | +1,496.2% | +201.5% | +1,294.7% | +391.4% |
| All | +471.2% | +797.8% | -326.6% | -36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling