+84.0%
THD vs VOO
+806.9%
-722.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | -0.4% |
| 7D | -0.6% | -0.9% | +0.3% | 0.0% |
| 30D | -4.6% | -2.3% | -2.2% | -2.8% |
| 3M | -6.6% | -1.2% | -5.4% | -5.8% |
| 6M | -1.8% | +3.3% | -5.1% | -4.4% |
| YTD | +16.8% | +12.3% | +4.5% | +6.5% |
| 1Y | +16.8% | +12.5% | +4.3% | +6.3% |
| 3Y | +24.5% | +79.2% | -54.7% | -22.9% |
| 5Y | +2.2% | +75.7% | -73.5% | -37.0% |
| 10Y | +28.8% | +313.7% | -284.9% | -65.4% |
| All | +84.0% | +806.9% | -722.9% | -78.2% |
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 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