+1,001.6%
THC vs VT
+224.5%
+777.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.4% | -1.1% | -1.3% |
| 30D | +1.3% | +1.0% | +0.3% | -0.2% |
| 3M | +64.2% | +2.4% | +61.9% | +57.4% |
| 6M | +8.3% | +12.0% | -3.7% | -9.8% |
| YTD | +33.4% | +15.3% | +18.0% | +5.8% |
| 1Y | +37.7% | +22.6% | +15.1% | -0.8% |
| 3Y | +236.8% | +74.7% | +162.1% | +38.3% |
| 5Y | +249.3% | +66.1% | +183.1% | +58.1% |
| All | +1,001.6% | +224.5% | +777.1% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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