+355.3%
THO vs VOO
+817.1%
-461.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | -3.2% | +0.1% | -3.3% | -3.3% |
| 3M | +3.5% | +2.0% | +1.5% | +0.4% |
| 6M | -14.2% | +13.0% | -27.2% | -27.3% |
| YTD | -23.7% | +13.6% | -37.2% | -35.7% |
| 1Y | -29.5% | +20.1% | -49.6% | -45.1% |
| 3Y | -24.1% | +77.6% | -101.6% | -65.2% |
| 5Y | -25.4% | +82.4% | -107.8% | -67.0% |
| 10Y | +14.7% | +316.8% | -302.1% | -82.8% |
| All | +355.3% | +817.1% | -461.8% | -77.1% |
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