+60.5%
VZ vs THC
+1,000.2%
-939.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | +0.1% | -0.7% | +0.7% | +0.1% |
| 30D | +7.9% | +1.3% | +6.6% | +7.8% |
| 3M | +13.6% | +64.2% | -50.6% | +9.6% |
| 6M | +1.1% | +8.3% | -7.2% | +0.2% |
| YTD | +29.3% | +33.4% | -4.1% | +26.2% |
| 1Y | +21.2% | +37.7% | -16.4% | +17.9% |
| 3Y | +75.9% | +236.8% | -160.9% | +58.9% |
| 5Y | +24.1% | +249.3% | -225.2% | +10.0% |
| All | +60.5% | +1,000.2% | -939.8% | +30.1% |
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