+24.0%
THD vs VOO
+79.1%
-55.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.8% | +2.7% |
| 7D | +4.6% | +0.5% | +4.1% | +4.2% |
| 30D | +1.9% | -0.9% | +2.9% | +2.6% |
| 3M | +5.5% | +3.9% | +1.6% | +2.6% |
| 6M | +17.0% | +14.5% | +2.4% | +6.4% |
| YTD | +28.8% | +13.0% | +15.8% | +18.1% |
| 1Y | +29.9% | +19.4% | +10.5% | +14.6% |
| 3Y | +24.0% | +78.9% | -54.9% | -20.1% |
| All | +24.0% | +79.1% | -55.1% | -20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling