+15.3%
TH vs VOO
+202.4%
-187.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.7% |
| 7D | -16.9% | -2.7% | -14.2% | -14.8% |
| 30D | -37.8% | -5.4% | -32.4% | -34.2% |
| 3M | -29.0% | -4.1% | -24.9% | -25.9% |
| 6M | -28.1% | +0.7% | -28.8% | -28.6% |
| YTD | +41.8% | +8.7% | +33.1% | +29.9% |
| 1Y | +74.2% | +11.0% | +63.3% | +56.3% |
| 3Y | -10.6% | +75.5% | -86.0% | -51.6% |
| 5Y | +173.7% | +68.4% | +105.4% | +49.6% |
| All | +15.3% | +202.4% | -187.1% | -65.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling