+812.9%
VGT vs THC
+1,002.8%
-189.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | -0.7% |
| 7D | +1.5% | +4.1% | -2.6% | +0.9% |
| 30D | +0.5% | +3.5% | -3.0% | -0.1% |
| 3M | +5.3% | +61.7% | -56.5% | -2.8% |
| 6M | +32.4% | +11.8% | +20.6% | +29.2% |
| YTD | +28.6% | +35.4% | -6.8% | +21.3% |
| 1Y | +37.6% | +37.0% | +0.6% | +29.2% |
| 3Y | +125.5% | +260.1% | -134.6% | +78.6% |
| 5Y | +135.2% | +262.6% | -127.4% | +81.2% |
| 10Y | +812.9% | +1,039.2% | -226.3% | +468.0% |
| All | +812.9% | +1,002.8% | -189.9% | +468.0% |
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