-28.5%
THO vs VOO
+81.6%
-110.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -5.0% | -0.4% | -4.6% | -4.6% |
| 30D | -9.5% | -1.4% | -8.2% | -8.1% |
| 3M | -8.1% | +3.7% | -11.8% | -12.0% |
| 6M | -15.1% | +13.0% | -28.1% | -26.5% |
| YTD | -28.6% | +12.4% | -41.1% | -37.7% |
| 1Y | -32.7% | +18.6% | -51.3% | -44.9% |
| 3Y | -22.8% | +78.1% | -100.8% | -60.8% |
| 5Y | -28.5% | +82.3% | -110.8% | -63.5% |
| All | -28.5% | +81.6% | -110.1% | -63.5% |
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