+63.4%
VSH vs THC
+46.1%
+17.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +9.6% | -14.7% | -2.6% |
| 7D | -13.6% | +8.8% | -22.5% | -11.5% |
| 30D | -30.4% | +12.6% | -43.0% | -28.0% |
| 3M | -33.3% | +15.4% | -48.6% | -30.5% |
| 6M | -15.1% | +57.7% | -72.7% | -6.4% |
| YTD | +80.2% | +47.1% | +33.2% | +97.6% |
| 1Y | +63.4% | +40.7% | +22.7% | +80.6% |
| All | +63.4% | +46.1% | +17.2% | +80.6% |
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