+97.8%
VTR vs THC
+1,002.8%
-905.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.4% | -1.5% |
| 7D | -2.9% | +4.1% | -7.0% | -4.0% |
| 30D | -2.8% | +3.5% | -6.3% | -3.7% |
| 3M | +9.0% | +61.7% | -52.7% | -4.5% |
| 6M | +5.0% | +11.8% | -6.9% | +0.7% |
| YTD | +16.9% | +35.4% | -18.5% | +6.1% |
| 1Y | +34.3% | +37.0% | -2.7% | +20.8% |
| 3Y | +131.6% | +260.1% | -128.5% | +53.1% |
| 5Y | +88.0% | +262.6% | -174.6% | +16.7% |
| 10Y | +97.8% | +1,039.2% | -941.4% | -22.8% |
| All | +97.8% | +1,002.8% | -905.0% | -22.8% |
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 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