+460.9%
THC vs VTEB
+26.6%
+434.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.2% |
| 7D | -2.6% | -0.2% | -2.3% | -2.2% |
| 30D | -1.2% | -1.6% | +0.4% | +1.1% |
| 3M | +58.9% | -2.0% | +60.9% | +63.6% |
| 6M | +9.3% | -1.7% | +11.0% | +12.1% |
| YTD | +30.4% | -0.6% | +31.0% | +31.5% |
| 1Y | +34.6% | +1.8% | +32.8% | +31.1% |
| 3Y | +246.7% | +9.6% | +237.1% | +204.4% |
| 5Y | +244.5% | +2.1% | +242.5% | +230.9% |
| 10Y | +950.1% | +18.9% | +931.2% | +1,005.1% |
| All | +460.9% | +26.6% | +434.2% | +575.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VTEB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling