+49.9%
VG vs THC
+38.7%
+11.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -4.8% |
| 7D | -22.0% | +5.9% | -27.9% | -19.8% |
| 30D | -14.7% | +10.8% | -25.6% | -10.4% |
| 3M | -7.1% | +9.4% | -16.5% | -2.6% |
| 6M | -11.2% | +53.3% | -64.4% | +10.0% |
| YTD | +69.8% | +44.2% | +25.7% | +101.6% |
| 1Y | +49.9% | +37.3% | +12.5% | +76.8% |
| All | +49.9% | +38.7% | +11.1% | +76.8% |
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