+163.6%
VEA vs THC
+1,002.8%
-839.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.7% | -1.3% |
| 7D | +0.3% | +4.1% | -3.8% | -0.2% |
| 30D | +0.4% | +3.5% | -3.1% | 0.0% |
| 3M | +4.8% | +61.7% | -56.9% | -1.8% |
| 6M | +11.3% | +11.8% | -0.6% | +9.0% |
| YTD | +17.4% | +35.4% | -18.0% | +12.0% |
| 1Y | +26.2% | +37.0% | -10.8% | +19.9% |
| 3Y | +77.7% | +260.1% | -182.3% | +46.3% |
| 5Y | +60.9% | +262.6% | -201.7% | +28.8% |
| 10Y | +163.6% | +1,039.2% | -875.6% | +73.4% |
| All | +163.6% | +1,002.8% | -839.2% | +73.4% |
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 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