+73.7%
VTI vs THC
+258.2%
-184.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.2% |
| 7D | -0.4% | +4.1% | -4.4% | -1.0% |
| 30D | -1.6% | +3.5% | -5.1% | -2.2% |
| 3M | +3.6% | +61.7% | -58.2% | -5.4% |
| 6M | +13.0% | +11.8% | +1.2% | +10.1% |
| YTD | +12.7% | +35.4% | -22.7% | +5.5% |
| 1Y | +18.4% | +37.0% | -18.6% | +10.2% |
| 3Y | +76.4% | +260.1% | -183.6% | +30.7% |
| 5Y | +73.7% | +262.6% | -188.9% | +26.1% |
| All | +73.7% | +258.2% | -184.6% | +26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling