+21.8%
VZ vs THC
+258.4%
-236.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.5% | +1.0% | +0.5% | +1.4% |
| 30D | +4.4% | +5.3% | -0.9% | +3.8% |
| 3M | -2.4% | +7.1% | -9.5% | -3.2% |
| 6M | +1.4% | +46.0% | -44.6% | -2.8% |
| YTD | +21.4% | +43.9% | -22.5% | +16.2% |
| 1Y | +20.3% | +45.4% | -25.2% | +14.9% |
| 3Y | +57.4% | +421.3% | -363.9% | +27.8% |
| All | +21.8% | +258.4% | -236.6% | +1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling