+65.5%
VZ vs THC
+1,325.8%
-1,260.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.7% |
| 7D | +2.2% | +7.5% | -5.2% | +1.7% |
| 30D | +10.6% | +9.6% | +1.0% | +9.8% |
| 3M | -0.6% | +10.3% | -10.9% | -1.4% |
| 6M | +0.7% | +51.8% | -51.1% | -2.5% |
| YTD | +20.6% | +45.4% | -24.8% | +16.8% |
| 1Y | +22.7% | +40.8% | -18.1% | +19.0% |
| 3Y | +57.2% | +448.8% | -391.6% | +36.9% |
| 5Y | +21.4% | +263.4% | -242.0% | +6.9% |
| 10Y | +65.5% | +1,800.1% | -1,734.6% | +31.5% |
| All | +65.5% | +1,325.8% | -1,260.3% | +31.5% |
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 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