+167.9%
VSH vs THC
+952.2%
-784.3%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.2% | -0.5% |
| 7D | +6.2% | -2.6% | +8.8% | +6.8% |
| 30D | -11.1% | -1.2% | -10.0% | -11.0% |
| 3M | -44.9% | +58.9% | -103.8% | -51.3% |
| 6M | +90.0% | +9.3% | +80.6% | +82.1% |
| YTD | +118.8% | +30.4% | +88.4% | +100.1% |
| 1Y | +109.0% | +34.6% | +74.4% | +88.8% |
| 3Y | +35.6% | +246.7% | -211.0% | -4.5% |
| 5Y | +66.7% | +244.5% | -177.8% | +12.3% |
| 10Y | +167.9% | +950.1% | -782.2% | +27.7% |
| All | +167.9% | +952.2% | -784.3% | +27.7% |
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