+98.0%
VCIT vs THC
+1,136.2%
-1,038.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -0.3% | -0.7% | +0.3% | -0.3% |
| 30D | -0.8% | +1.3% | -2.0% | -0.8% |
| 3M | -1.0% | +64.2% | -65.3% | -1.6% |
| 6M | -1.8% | +8.3% | -10.1% | -2.0% |
| YTD | -0.7% | +33.4% | -34.1% | -1.1% |
| 1Y | +1.0% | +37.7% | -36.7% | +0.5% |
| 3Y | +18.8% | +236.8% | -217.9% | +16.9% |
| 5Y | +3.5% | +249.3% | -245.8% | +1.4% |
| 10Y | +29.2% | +995.2% | -966.0% | +25.4% |
| All | +98.0% | +1,136.2% | -1,038.3% | +94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling