+266.6%
THC vs VTEB
+9.0%
+257.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.6% |
| 7D | +4.1% | -0.7% | +4.8% | +5.1% |
| 30D | +3.5% | -2.1% | +5.6% | +6.8% |
| 3M | +61.7% | -2.7% | +64.4% | +68.3% |
| 6M | +11.8% | -2.1% | +14.0% | +15.4% |
| YTD | +35.4% | -1.1% | +36.5% | +37.6% |
| 1Y | +37.0% | +1.3% | +35.7% | +34.2% |
| All | +266.6% | +9.0% | +257.7% | +214.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling