+4.6%
TH vs VOO
+208.4%
-203.9%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.5% | -6.5% |
| 7D | -28.9% | -0.6% | -28.3% | -28.8% |
| 30D | -44.1% | -3.6% | -40.4% | -41.9% |
| 3M | -35.9% | -2.7% | -33.2% | -34.1% |
| 6M | -32.8% | +2.2% | -35.1% | -34.4% |
| YTD | +28.6% | +10.9% | +17.7% | +15.3% |
| 1Y | +54.4% | +11.3% | +43.1% | +37.9% |
| 3Y | -10.0% | +76.9% | -86.9% | -51.7% |
| 5Y | +129.4% | +73.5% | +55.9% | +20.8% |
| All | +4.6% | +208.4% | -203.9% | -69.6% |
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