+105.6%
TH vs VOO
+214.1%
-108.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +4.3% |
| 7D | +12.1% | +0.5% | +11.5% | +11.4% |
| 30D | +22.7% | -0.9% | +23.6% | +23.8% |
| 3M | +21.2% | +3.9% | +17.3% | +16.5% |
| 6M | +158.6% | +14.5% | +144.1% | +124.8% |
| YTD | +152.8% | +13.0% | +139.9% | +122.7% |
| 1Y | +131.4% | +19.4% | +112.0% | +92.9% |
| 3Y | +31.5% | +78.9% | -47.4% | -30.3% |
| 5Y | +391.5% | +82.3% | +309.2% | +143.1% |
| All | +105.6% | +214.1% | -108.6% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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