+257.9%
THC vs VTEB
+1.2%
+256.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.6% |
| 7D | -0.5% | -0.9% | +0.4% | +1.2% |
| 30D | -1.2% | -2.5% | +1.3% | +3.6% |
| 3M | +52.3% | -3.0% | +55.2% | +61.1% |
| 6M | +12.4% | -2.1% | +14.5% | +17.1% |
| YTD | +32.7% | -1.5% | +34.2% | +36.4% |
| 1Y | +36.4% | +0.2% | +36.2% | +35.7% |
| 3Y | +259.3% | +8.6% | +250.7% | +203.0% |
| All | +257.9% | +1.2% | +256.7% | +204.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling