+122.1%
THG vs VOO
+72.9%
+49.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.4% | +2.2% |
| 7D | +1.2% | -0.6% | +1.8% | +1.4% |
| 30D | +14.1% | -3.6% | +17.7% | +15.8% |
| 3M | +11.3% | -2.7% | +14.0% | +12.4% |
| 6M | +33.5% | +2.2% | +31.2% | +31.3% |
| YTD | +38.9% | +10.9% | +28.0% | +30.9% |
| 1Y | +40.6% | +11.3% | +29.3% | +32.2% |
| 3Y | +136.3% | +76.9% | +59.4% | +70.6% |
| All | +122.1% | +72.9% | +49.2% | +59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling