+1,345.3%
THC vs VT
+214.8%
+1,130.5%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +3.9% |
| 7D | +5.9% | -4.2% | +10.0% | +12.5% |
| 30D | +10.8% | -5.8% | +16.6% | +20.5% |
| 3M | +9.4% | -5.2% | +14.7% | +17.8% |
| 6M | +53.3% | +0.1% | +53.1% | +50.5% |
| YTD | +44.2% | +8.2% | +35.9% | +25.0% |
| 1Y | +37.3% | +10.1% | +27.2% | +15.9% |
| 3Y | +421.6% | +69.7% | +351.9% | +122.1% |
| 5Y | +279.8% | +53.4% | +226.4% | +93.6% |
| All | +1,345.3% | +214.8% | +1,130.5% | +158.3% |
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