+148.2%
THW vs VOO
+321.7%
-173.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -4.4% | -2.0% | -2.4% | -3.0% |
| 30D | -1.9% | -1.7% | -0.3% | -0.7% |
| 3M | +13.8% | +4.7% | +9.1% | +9.8% |
| 6M | +17.1% | +12.6% | +4.5% | +7.0% |
| YTD | +13.6% | +11.8% | +1.9% | +4.4% |
| 1Y | +25.6% | +17.5% | +8.1% | +11.1% |
| 3Y | +46.0% | +77.0% | -31.0% | -7.0% |
| 5Y | +34.3% | +82.6% | -48.3% | -17.7% |
| All | +148.2% | +321.7% | -173.5% | -28.8% |
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