+272.4%
THC vs VSXY
+37.7%
+234.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.5% | +7.4% | +4.2% |
| 7D | +4.1% | -10.7% | +14.8% | +5.2% |
| 30D | +3.5% | -24.3% | +27.8% | +6.4% |
| 3M | +61.7% | +1.0% | +60.7% | +60.8% |
| 6M | +11.8% | +57.4% | -45.5% | +3.6% |
| YTD | +35.4% | +39.8% | -4.4% | +26.5% |
| 1Y | +37.0% | +196.5% | -159.5% | +13.6% |
| 3Y | +260.1% | +357.2% | -97.2% | +154.1% |
| 5Y | +262.6% | +18.9% | +243.7% | +210.9% |
| All | +272.4% | +37.7% | +234.8% | +219.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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