+473.8%
THC vs VTEB
+26.7%
+447.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.5% |
| 7D | -0.7% | -0.8% | +0.1% | +0.4% |
| 30D | +1.3% | -1.3% | +2.6% | +3.2% |
| 3M | +64.2% | -2.1% | +66.4% | +69.5% |
| 6M | +8.3% | -1.7% | +10.0% | +11.1% |
| YTD | +33.4% | -0.6% | +34.0% | +34.5% |
| 1Y | +37.7% | +3.1% | +34.6% | +31.7% |
| 3Y | +236.8% | +9.2% | +227.6% | +197.2% |
| 5Y | +249.3% | +2.2% | +247.1% | +235.1% |
| 10Y | +995.2% | +18.8% | +976.5% | +1,048.1% |
| All | +473.8% | +26.7% | +447.2% | +591.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling