+191.9%
THM vs VOO
+315.3%
-123.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | -6.0% | -1.4% | -4.6% | -5.2% |
| 3M | +21.8% | +3.7% | +18.1% | +19.9% |
| 6M | -12.8% | +13.0% | -25.9% | -17.4% |
| YTD | +34.9% | +12.4% | +22.5% | +28.7% |
| 1Y | +64.1% | +18.6% | +45.5% | +53.1% |
| 3Y | +597.2% | +78.1% | +519.2% | +448.3% |
| 5Y | +195.3% | +82.3% | +113.0% | +127.7% |
| 10Y | +191.9% | +322.5% | -130.7% | +131.9% |
| All | +191.9% | +315.3% | -123.5% | +131.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling