+183.8%
VXUS vs THC
+880.2%
-696.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.5% |
| 6M | +10.7% | +8.3% | +2.4% | +8.7% |
| YTD | +17.8% | +33.4% | -15.5% | +12.0% |
| 1Y | +27.6% | +37.7% | -10.1% | +20.4% |
| 3Y | +73.3% | +236.8% | -163.5% | +40.7% |
| 5Y | +54.3% | +249.3% | -194.9% | +20.8% |
| 10Y | +149.8% | +995.2% | -845.4% | +46.3% |
| All | +183.8% | +880.2% | -696.4% | +37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling