+25.1%
THRM vs VOO
+315.3%
-290.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.7% | -1.6% |
| 7D | -2.7% | -0.4% | -2.3% | -2.3% |
| 30D | -7.5% | -1.4% | -6.1% | -5.9% |
| 3M | +5.6% | +3.7% | +1.9% | +1.0% |
| 6M | +32.2% | +13.0% | +19.2% | +15.0% |
| YTD | +5.6% | +12.4% | -6.8% | -7.4% |
| 1Y | +7.4% | +18.6% | -11.2% | -11.2% |
| 3Y | -31.3% | +78.1% | -109.3% | -64.1% |
| 5Y | -52.9% | +82.3% | -135.2% | -75.9% |
| 10Y | +25.1% | +322.5% | -297.4% | -78.2% |
| All | +25.1% | +315.3% | -290.2% | -78.2% |
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