+71.6%
VZ vs THC
+1,879.5%
-1,807.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.6% |
| 7D | +0.9% | +0.2% | +0.7% | +0.9% |
| 30D | +8.9% | +9.0% | -0.1% | +8.2% |
| 3M | +0.1% | +12.9% | -12.8% | -0.9% |
| 6M | +1.9% | +52.8% | -50.9% | -1.5% |
| YTD | +22.0% | +47.4% | -25.4% | +18.1% |
| 1Y | +22.1% | +47.7% | -25.6% | +18.1% |
| 3Y | +58.7% | +444.7% | -386.0% | +38.3% |
| 5Y | +22.3% | +269.3% | -246.9% | +7.7% |
| 10Y | +71.6% | +1,913.5% | -1,841.9% | +39.0% |
| All | +71.6% | +1,879.5% | -1,807.9% | +39.0% |
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 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