+42.5%
VG vs THC
+51.2%
-8.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.9% |
| 7D | -7.7% | +8.8% | -16.5% | -4.0% |
| 30D | -8.8% | +10.0% | -18.9% | -4.6% |
| 3M | -15.6% | +11.7% | -27.3% | -11.0% |
| 6M | +5.2% | +52.5% | -47.2% | +29.2% |
| YTD | +76.9% | +46.1% | +30.8% | +109.3% |
| 1Y | +42.5% | +49.1% | -6.6% | +68.9% |
| All | +42.5% | +51.2% | -8.7% | +68.9% |
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