+165.4%
THQ vs VOO
+309.6%
-144.2%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.4% |
| 7D | +0.8% | +2.6% | -1.7% | -1.2% |
| 30D | +8.3% | -2.0% | +10.3% | +9.9% |
| 3M | +0.2% | -2.8% | +3.0% | +2.4% |
| 6M | +9.1% | +2.2% | +7.0% | +6.8% |
| YTD | +9.4% | +11.5% | -2.1% | -0.4% |
| 1Y | +17.3% | +13.5% | +3.8% | +5.3% |
| 3Y | +63.4% | +78.1% | -14.7% | -0.1% |
| 5Y | +22.5% | +73.1% | -50.6% | -23.8% |
| All | +165.4% | +309.6% | -144.2% | -22.1% |
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 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