+42.9%
THD vs VOO
+315.3%
-272.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | 0.0% |
| 7D | +3.8% | -0.4% | +4.1% | +4.0% |
| 30D | +1.5% | -1.4% | +2.9% | +2.5% |
| 3M | +5.4% | +3.7% | +1.7% | +2.7% |
| 6M | +14.8% | +13.0% | +1.7% | +5.6% |
| YTD | +28.4% | +12.4% | +15.9% | +18.4% |
| 1Y | +28.7% | +18.6% | +10.2% | +14.4% |
| 3Y | +23.6% | +78.1% | -54.5% | -17.8% |
| 5Y | +12.6% | +82.3% | -69.6% | -27.4% |
| 10Y | +42.9% | +322.5% | -279.6% | -50.1% |
| All | +42.9% | +315.3% | -272.4% | -50.1% |
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