+421.3%
THC vs VYM
+74.7%
+346.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +1.0% | +3.7% | -2.7% | -3.3% |
| 30D | +5.3% | +3.7% | +1.6% | +0.9% |
| 3M | +7.1% | -0.7% | +7.8% | +8.0% |
| 6M | +46.0% | +7.2% | +38.8% | +34.7% |
| YTD | +43.9% | +16.9% | +27.0% | +19.5% |
| 1Y | +45.4% | +19.6% | +25.8% | +17.3% |
| 3Y | +421.3% | +74.6% | +346.7% | +105.3% |
| All | +421.3% | +74.7% | +346.5% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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