+1,502.5%
THC vs VOO
+777.9%
+724.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.5% |
| 7D | +3.7% | -2.7% | +6.4% | +7.6% |
| 30D | +9.0% | -5.4% | +14.4% | +17.2% |
| 3M | +10.4% | -4.1% | +14.5% | +16.3% |
| 6M | +45.7% | +0.7% | +44.9% | +42.5% |
| YTD | +42.6% | +8.7% | +33.9% | +25.1% |
| 1Y | +38.8% | +11.0% | +27.8% | +18.4% |
| 3Y | +418.8% | +75.5% | +343.4% | +128.0% |
| 5Y | +275.7% | +68.4% | +207.3% | +77.2% |
| 10Y | +1,496.2% | +315.7% | +1,180.5% | +131.7% |
| All | +1,502.5% | +777.9% | +724.7% | -4.8% |
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