+294.5%
VTI vs THC
+1,021.1%
-726.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.3% |
| 7D | -2.0% | 0.0% | -2.0% | -2.0% |
| 30D | -1.9% | +1.5% | -3.5% | -2.2% |
| 3M | +4.5% | +59.9% | -55.4% | -2.9% |
| 6M | +12.6% | +11.0% | +1.6% | +10.1% |
| YTD | +12.0% | +32.6% | -20.6% | +6.3% |
| 1Y | +17.3% | +37.4% | -20.0% | +10.5% |
| 3Y | +75.3% | +252.5% | -177.2% | +40.4% |
| 5Y | +74.0% | +262.3% | -188.3% | +34.9% |
| All | +294.5% | +1,021.1% | -726.6% | +147.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling