+476.5%
V vs THC
+1,818.8%
-1,342.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | +6.3% | +7.5% | -1.2% | +5.1% |
| 3M | +17.2% | +7.5% | +9.6% | +15.7% |
| 6M | +29.2% | +46.4% | -17.2% | +21.1% |
| YTD | +20.8% | +44.4% | -23.6% | +12.9% |
| 1Y | +25.0% | +43.4% | -18.4% | +16.8% |
| 3Y | +75.3% | +433.3% | -358.0% | +29.9% |
| 5Y | +105.8% | +262.5% | -156.7% | +56.9% |
| All | +476.5% | +1,818.8% | -1,342.3% | +222.1% |
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