+938.9%
VTI vs THC
+116.9%
+822.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +2.5% | +1.0% | +1.6% | +2.4% |
| 30D | -1.5% | +5.3% | -6.8% | -2.3% |
| 3M | -3.2% | +7.1% | -10.3% | -4.3% |
| 6M | +2.3% | +46.0% | -43.7% | -3.8% |
| YTD | +11.6% | +43.9% | -32.3% | +4.7% |
| 1Y | +13.8% | +45.4% | -31.7% | +6.5% |
| 3Y | +77.4% | +421.3% | -343.9% | +35.6% |
| 5Y | +64.6% | +261.5% | -196.9% | +28.9% |
| 10Y | +290.6% | +1,865.8% | -1,575.3% | +116.6% |
| All | +938.9% | +116.9% | +822.0% | +476.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling