+113.0%
VWO vs THC
+1,022.1%
-909.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -1.8% | -0.5% | -1.3% | -1.7% |
| 30D | -0.1% | -1.2% | +1.1% | 0.0% |
| 3M | +2.2% | +52.3% | -50.0% | -2.9% |
| 6M | +8.8% | +12.4% | -3.7% | +6.7% |
| YTD | +12.4% | +32.7% | -20.3% | +8.0% |
| 1Y | +15.6% | +36.4% | -20.8% | +10.5% |
| 3Y | +62.5% | +259.3% | -196.8% | +36.4% |
| 5Y | +34.3% | +262.7% | -228.4% | +9.8% |
| All | +113.0% | +1,022.1% | -909.1% | +43.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling