+65.5%
VZ vs THC
+1,421.6%
-1,356.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | +2.1% | +3.7% | -1.5% | +1.9% |
| 30D | +1.4% | +9.0% | -7.7% | +0.7% |
| 3M | -1.3% | +10.4% | -11.7% | -2.0% |
| 6M | -0.5% | +45.7% | -46.2% | -3.4% |
| YTD | +19.6% | +42.6% | -22.9% | +16.1% |
| 1Y | +22.4% | +38.8% | -16.4% | +18.9% |
| 3Y | +55.9% | +418.8% | -362.9% | +36.7% |
| 5Y | +20.4% | +275.7% | -255.3% | +6.2% |
| All | +65.5% | +1,421.6% | -1,356.1% | +31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling