+99.5%
THW vs VOO
+334.6%
-235.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.5% |
| 7D | +1.2% | +2.6% | -1.4% | -0.7% |
| 30D | +11.0% | -2.0% | +13.0% | +12.6% |
| 3M | -2.9% | -2.8% | -0.1% | -0.8% |
| 6M | +7.1% | +2.2% | +5.0% | +5.2% |
| YTD | +12.5% | +11.5% | +1.0% | +3.4% |
| 1Y | +16.0% | +13.5% | +2.5% | +5.2% |
| 3Y | +77.2% | +78.1% | -0.9% | +11.8% |
| 5Y | +33.5% | +73.1% | -39.6% | -14.7% |
| 10Y | +161.3% | +310.7% | -149.5% | -21.3% |
| All | +99.5% | +334.6% | -235.0% | -44.7% |
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