+305.5%
THC vs VSXY
+99.7%
+205.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +0.2% | +0.8% | -0.6% | +0.1% |
| 30D | +9.0% | +24.0% | -15.0% | +6.5% |
| 3M | +12.9% | +16.7% | -3.8% | +10.7% |
| 6M | +52.8% | +138.6% | -85.8% | +35.4% |
| YTD | +47.4% | +102.8% | -55.4% | +32.2% |
| 1Y | +47.7% | +214.2% | -166.4% | +23.6% |
| 3Y | +444.7% | +461.4% | -16.7% | +284.3% |
| 5Y | +269.3% | +118.3% | +151.0% | +203.2% |
| All | +305.5% | +99.7% | +205.7% | +233.5% |
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