+273.1%
THRM vs VOO
+817.1%
-544.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -2.3% | +0.1% | -2.4% | -2.3% |
| 3M | +7.3% | +2.0% | +5.3% | +4.3% |
| 6M | +32.4% | +13.0% | +19.4% | +13.8% |
| YTD | +11.9% | +13.6% | -1.7% | -4.2% |
| 1Y | +13.5% | +20.1% | -6.5% | -9.1% |
| 3Y | -32.6% | +77.6% | -110.2% | -66.8% |
| 5Y | -51.5% | +82.4% | -134.0% | -76.7% |
| 10Y | +20.5% | +316.8% | -296.4% | -80.5% |
| All | +273.1% | +817.1% | -544.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling