-61.1%
THRM vs VOO
+72.8%
-133.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.6% |
| 7D | -1.7% | -0.6% | -1.1% | -1.0% |
| 30D | +0.3% | -3.6% | +4.0% | +4.9% |
| 3M | -23.6% | -2.7% | -20.8% | -20.9% |
| 6M | +0.5% | +2.2% | -1.7% | -2.1% |
| YTD | -12.7% | +10.9% | -23.6% | -22.6% |
| 1Y | -13.7% | +11.3% | -25.0% | -23.6% |
| 3Y | -26.9% | +76.9% | -103.8% | -63.4% |
| 5Y | -61.1% | +73.5% | -134.6% | -79.9% |
| All | -61.1% | +72.8% | -133.8% | -79.9% |
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