-11.2%
TLH vs VOO
+314.0%
-325.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.3% | +0.5% | -0.2% | +0.3% |
| 30D | -0.2% | -0.9% | +0.8% | -0.2% |
| 3M | -0.9% | +3.9% | -4.8% | -0.6% |
| 6M | -3.7% | +14.5% | -18.2% | -2.6% |
| YTD | -2.2% | +13.0% | -15.1% | -1.2% |
| 1Y | -2.5% | +19.4% | -21.9% | -0.9% |
| 3Y | +5.8% | +78.9% | -73.0% | +12.3% |
| 5Y | -23.0% | +82.3% | -105.3% | -18.3% |
| 10Y | -11.2% | +314.2% | -325.4% | +11.5% |
| All | -11.2% | +314.0% | -325.2% | +11.5% |
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