+996.8%
THC vs VOO
+317.2%
+679.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.5% |
| 7D | -2.6% | +0.5% | -3.1% | -3.3% |
| 30D | -1.2% | -0.9% | -0.2% | 0.0% |
| 3M | +58.9% | +3.9% | +55.0% | +50.2% |
| 6M | +9.3% | +14.5% | -5.2% | -9.9% |
| YTD | +30.4% | +13.0% | +17.4% | +9.0% |
| 1Y | +34.6% | +19.4% | +15.2% | +3.9% |
| 3Y | +246.7% | +78.9% | +167.8% | +47.8% |
| 5Y | +244.5% | +82.3% | +162.3% | +44.4% |
| All | +996.8% | +317.2% | +679.6% | +49.3% |
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