+973.2%
THC vs VTEB
+17.9%
+955.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.5% |
| 7D | -0.5% | -0.9% | +0.4% | +0.9% |
| 30D | -1.2% | -2.5% | +1.3% | +2.7% |
| 3M | +52.3% | -3.0% | +55.2% | +59.5% |
| 6M | +12.4% | -2.1% | +14.5% | +16.3% |
| YTD | +32.7% | -1.5% | +34.2% | +35.8% |
| 1Y | +36.4% | +0.2% | +36.2% | +36.0% |
| 3Y | +259.3% | +8.6% | +250.7% | +216.7% |
| 5Y | +262.7% | +1.2% | +261.5% | +252.6% |
| All | +973.2% | +17.9% | +955.4% | +1,177.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling