+444.2%
V vs THC
+1,325.8%
-881.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.4% |
| 7D | -0.8% | +7.5% | -8.3% | -1.9% |
| 30D | +9.5% | +9.6% | 0.0% | +8.0% |
| 3M | +16.7% | +10.3% | +6.4% | +14.8% |
| 6M | +32.9% | +51.8% | -18.9% | +24.1% |
| YTD | +21.1% | +45.4% | -24.3% | +13.2% |
| 1Y | +26.6% | +40.8% | -14.2% | +18.8% |
| 3Y | +78.4% | +448.8% | -370.4% | +32.2% |
| 5Y | +105.5% | +263.4% | -157.9% | +57.3% |
| 10Y | +444.2% | +1,800.1% | -1,355.8% | +216.6% |
| All | +444.2% | +1,325.8% | -881.5% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling