+266.6%
THC vs VYM
+64.8%
+201.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.5% |
| 7D | +4.1% | -1.0% | +5.1% | +5.3% |
| 30D | +3.5% | -2.0% | +5.5% | +6.1% |
| 3M | +61.7% | +3.1% | +58.7% | +56.5% |
| 6M | +11.8% | +8.9% | +3.0% | +1.0% |
| YTD | +35.4% | +14.7% | +20.7% | +14.5% |
| 1Y | +37.0% | +19.4% | +17.6% | +10.1% |
| All | +266.6% | +64.8% | +201.8% | +72.7% |
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