+40.0%
THG vs VOO
+13.0%
+27.0%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.4% |
| 7D | -0.6% | -0.9% | +0.4% | -0.8% |
| 30D | +12.1% | -2.3% | +14.5% | +11.6% |
| 3M | +12.5% | -1.2% | +13.6% | +12.2% |
| 6M | +32.1% | +3.3% | +28.7% | +32.3% |
| YTD | +38.0% | +12.3% | +25.7% | +36.0% |
| 1Y | +40.0% | +12.5% | +27.5% | +37.9% |
| All | +40.0% | +13.0% | +27.0% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling