+262.3%
THC vs VYM
+75.8%
+186.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | 0.0% | -1.9% | +1.8% | +2.6% |
| 30D | +1.5% | -2.6% | +4.1% | +5.3% |
| 3M | +59.9% | +3.6% | +56.3% | +52.8% |
| 6M | +11.0% | +8.7% | +2.3% | -1.1% |
| YTD | +32.6% | +14.1% | +18.5% | +10.1% |
| 1Y | +37.4% | +17.8% | +19.6% | +9.0% |
| 3Y | +252.5% | +64.5% | +188.0% | +68.6% |
| 5Y | +262.3% | +77.5% | +184.8% | +62.1% |
| All | +262.3% | +75.8% | +186.6% | +62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling