+109.0%
VSH vs THC
+32.5%
+76.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.2% | -1.5% |
| 7D | +6.2% | -2.6% | +8.8% | +5.7% |
| 30D | -11.1% | -1.2% | -10.0% | -11.3% |
| 3M | -44.9% | +58.9% | -103.8% | -42.4% |
| 6M | +90.0% | +9.3% | +80.6% | +107.4% |
| YTD | +118.8% | +30.4% | +88.4% | +129.3% |
| 1Y | +109.0% | +34.6% | +74.4% | +109.3% |
| All | +109.0% | +32.5% | +76.5% | +109.3% |
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