-52.5%
THRM vs VOO
+82.3%
-134.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -2.9% |
| 7D | +1.7% | +0.5% | +1.1% | +1.1% |
| 30D | -4.8% | -0.9% | -3.9% | -3.7% |
| 3M | +6.8% | +3.9% | +2.9% | +1.8% |
| 6M | +33.3% | +14.5% | +18.8% | +13.7% |
| YTD | +7.9% | +13.0% | -5.0% | -6.2% |
| 1Y | +7.2% | +19.4% | -12.2% | -12.5% |
| 3Y | -29.8% | +78.9% | -108.6% | -64.8% |
| 5Y | -52.5% | +82.3% | -134.8% | -76.4% |
| All | -52.5% | +82.3% | -134.8% | -76.4% |
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