+160.2%
VXUS vs THC
+947.8%
-787.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.3% |
| 7D | -1.8% | +3.7% | -5.4% | -2.3% |
| 30D | -4.6% | +9.0% | -13.6% | -5.8% |
| 3M | -6.1% | +10.4% | -16.5% | -7.5% |
| 6M | -4.9% | +45.7% | -50.6% | -10.4% |
| YTD | +8.1% | +42.6% | -34.5% | +1.7% |
| 1Y | +12.1% | +38.8% | -26.7% | +5.7% |
| 3Y | +63.9% | +418.8% | -355.0% | +25.2% |
| 5Y | +43.1% | +275.7% | -232.5% | +11.0% |
| 10Y | +139.2% | +1,496.2% | -1,357.0% | +31.0% |
| All | +160.2% | +947.8% | -787.6% | +24.5% |
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