-58.2%
THM vs VOO
+817.1%
-875.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | +18.4% | +0.1% | +18.3% | +18.5% |
| 3M | +0.8% | +2.0% | -1.2% | +0.3% |
| 6M | -24.2% | +13.0% | -37.2% | -27.9% |
| YTD | +34.9% | +13.6% | +21.4% | +28.5% |
| 1Y | +75.5% | +20.1% | +55.4% | +63.6% |
| 3Y | +578.4% | +77.6% | +500.8% | +437.8% |
| 5Y | +178.9% | +82.4% | +96.4% | +117.2% |
| 10Y | +161.5% | +316.8% | -155.4% | +54.5% |
| All | -58.2% | +817.1% | -875.3% | -86.5% |
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 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