+146.5%
THFF vs VOO
+80.9%
+65.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -3.7% | +0.1% | -3.7% | -3.7% |
| 3M | +13.1% | +2.0% | +11.1% | +10.9% |
| 6M | +25.1% | +13.0% | +12.1% | +11.9% |
| YTD | +34.7% | +13.6% | +21.1% | +19.8% |
| 1Y | +37.0% | +20.1% | +17.0% | +15.6% |
| All | +146.5% | +80.9% | +65.7% | +44.5% |
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