+36.3%
THIR vs VOO
+37.2%
-0.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.8% |
| 7D | 0.0% | +0.5% | -0.5% | -0.3% |
| 30D | -1.9% | -0.9% | -1.0% | -1.3% |
| 3M | +0.5% | +3.9% | -3.4% | -1.7% |
| 6M | +6.5% | +14.5% | -8.0% | -1.1% |
| YTD | +5.4% | +13.0% | -7.6% | -1.4% |
| 1Y | +11.9% | +19.4% | -7.5% | +2.1% |
| All | +36.3% | +37.2% | -0.9% | +20.6% |
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