+1,649.1%
THC vs VOO
+311.2%
+1,338.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.7% | -1.6% |
| 7D | +0.1% | +3.3% | -3.1% | -4.1% |
| 30D | +7.5% | -2.7% | +10.2% | +11.2% |
| 3M | +7.5% | -1.7% | +9.3% | +9.6% |
| 6M | +46.4% | +3.1% | +43.3% | +38.9% |
| YTD | +44.4% | +11.9% | +32.4% | +21.8% |
| 1Y | +43.4% | +12.1% | +31.4% | +21.0% |
| 3Y | +433.3% | +78.6% | +354.7% | +126.7% |
| 5Y | +262.5% | +73.8% | +188.7% | +62.6% |
| All | +1,649.1% | +311.2% | +1,338.0% | +162.2% |
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