+365.9%
TH vs VOO
+82.6%
+283.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.5% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +23.9% | +0.1% | +23.8% | +23.8% |
| 3M | +16.1% | +2.0% | +14.1% | +15.0% |
| 6M | +142.5% | +13.0% | +129.5% | +128.0% |
| YTD | +143.7% | +13.6% | +130.1% | +128.6% |
| 1Y | +124.6% | +20.1% | +104.5% | +105.7% |
| 3Y | +22.2% | +77.6% | -55.4% | -4.5% |
| All | +365.9% | +82.6% | +283.3% | +257.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling