+130.5%
THG vs VOO
+79.1%
+51.4%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.5% |
| 7D | -0.6% | +0.5% | -1.2% | -0.8% |
| 30D | -2.0% | -0.9% | -1.1% | -1.7% |
| 3M | +18.2% | +3.9% | +14.3% | +16.6% |
| 6M | +27.6% | +14.5% | +13.1% | +21.2% |
| YTD | +24.1% | +13.0% | +11.1% | +18.4% |
| 1Y | +28.9% | +19.4% | +9.5% | +20.0% |
| 3Y | +130.5% | +78.9% | +51.6% | +85.4% |
| All | +130.5% | +79.1% | +51.4% | +85.4% |
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