+691.0%
THG vs VOO
+817.1%
-126.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | +22.7% | +2.0% | +20.7% | +20.2% |
| 6M | +28.6% | +13.0% | +15.5% | +16.1% |
| YTD | +26.3% | +13.6% | +12.7% | +13.4% |
| 1Y | +28.5% | +20.1% | +8.5% | +10.2% |
| 3Y | +126.1% | +77.6% | +48.6% | +38.7% |
| 5Y | +83.9% | +82.4% | +1.5% | +8.4% |
| 10Y | +288.6% | +316.8% | -28.3% | +7.8% |
| All | +691.0% | +817.1% | -126.1% | +4.1% |
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