+45.9%
VXUS vs THC
+258.8%
-212.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | -2.2% | +7.5% | -9.7% | -3.2% |
| 3M | -5.4% | +7.5% | -12.9% | -6.4% |
| 6M | -1.2% | +46.4% | -47.7% | -6.8% |
| YTD | +10.4% | +44.4% | -34.0% | +3.9% |
| 1Y | +11.8% | +43.4% | -31.6% | +5.2% |
| 3Y | +68.4% | +433.3% | -364.9% | +25.0% |
| 5Y | +45.9% | +262.5% | -216.7% | +12.0% |
| All | +45.9% | +258.8% | -212.9% | +12.0% |
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 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