-0.4%
VCIT vs THC
+38.7%
-39.1%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | +0.5% | +5.9% | -5.4% | +0.3% |
| 30D | +2.1% | +10.8% | -8.7% | +1.9% |
| 3M | -1.6% | +9.4% | -11.0% | -1.8% |
| 6M | -1.6% | +53.3% | -54.8% | -2.4% |
| YTD | -1.5% | +44.2% | -45.7% | -2.1% |
| 1Y | -0.4% | +37.3% | -37.7% | -0.9% |
| All | -0.4% | +38.7% | -39.1% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling