+54.4%
VXUS vs THC
+250.3%
-195.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +1.0% | -0.7% | +1.7% | +1.1% |
| 30D | +2.2% | +1.3% | +0.9% | +2.0% |
| 3M | +3.0% | +64.2% | -61.3% | -4.2% |
| 6M | +10.7% | +8.3% | +2.4% | +8.9% |
| YTD | +17.8% | +33.4% | -15.5% | +12.3% |
| 1Y | +27.6% | +37.7% | -10.1% | +20.6% |
| 3Y | +73.3% | +236.8% | -163.5% | +39.0% |
| All | +54.4% | +250.3% | -195.9% | +20.3% |
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