+4.5%
THRM vs VOO
+314.4%
-309.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.1% |
| 7D | -4.9% | -0.9% | -4.0% | -3.9% |
| 30D | -4.3% | -2.3% | -2.0% | -1.6% |
| 3M | -23.9% | -1.2% | -22.7% | -22.7% |
| 6M | +3.4% | +3.3% | 0.0% | -0.4% |
| YTD | -13.3% | +12.3% | -25.7% | -23.8% |
| 1Y | -16.7% | +12.5% | -29.2% | -26.8% |
| 3Y | -27.4% | +79.2% | -106.5% | -62.4% |
| 5Y | -62.9% | +75.7% | -138.6% | -80.1% |
| 10Y | +4.5% | +313.7% | -309.1% | -83.1% |
| All | +4.5% | +314.4% | -309.9% | -83.1% |
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