+1,900.5%
THC vs VOO
+306.9%
+1,593.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.9% |
| 7D | +8.8% | -0.6% | +9.4% | +9.6% |
| 30D | +10.0% | -3.6% | +13.7% | +15.4% |
| 3M | +11.7% | -2.7% | +14.4% | +15.4% |
| 6M | +52.5% | +2.2% | +50.2% | +46.3% |
| YTD | +46.1% | +10.9% | +35.2% | +24.8% |
| 1Y | +49.1% | +11.3% | +37.8% | +26.9% |
| 3Y | +439.6% | +76.9% | +362.7% | +132.3% |
| 5Y | +263.2% | +73.5% | +189.6% | +63.0% |
| 10Y | +1,900.5% | +307.7% | +1,592.8% | +219.7% |
| All | +1,900.5% | +306.9% | +1,593.6% | +219.7% |
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 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