+23.6%
THQ vs VOO
+72.8%
-49.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +4.7% | -0.6% | +5.3% | +5.1% |
| 30D | +8.5% | -3.6% | +12.2% | +11.4% |
| 3M | +1.4% | -2.7% | +4.1% | +3.4% |
| 6M | +10.3% | +2.2% | +8.0% | +8.1% |
| YTD | +10.4% | +10.9% | -0.5% | +1.7% |
| 1Y | +22.4% | +11.3% | +11.1% | +12.5% |
| 3Y | +66.5% | +76.9% | -10.4% | +5.7% |
| 5Y | +23.6% | +73.5% | -49.9% | -20.9% |
| All | +23.6% | +72.8% | -49.2% | -20.9% |
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 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