+228.7%
VTV vs THC
+1,022.1%
-793.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | -1.0% | -1.2% | +0.1% | -0.9% |
| 3M | +4.6% | +52.3% | -47.6% | -1.6% |
| 6M | +13.5% | +12.4% | +1.1% | +11.0% |
| YTD | +18.5% | +32.7% | -14.2% | +12.9% |
| 1Y | +22.9% | +36.4% | -13.5% | +16.3% |
| 3Y | +67.8% | +259.3% | -191.5% | +35.9% |
| 5Y | +81.8% | +262.7% | -180.8% | +42.7% |
| All | +228.7% | +1,022.1% | -793.4% | +110.0% |
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