+23.9%
TLH vs VOO
+817.1%
-793.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | -0.4% | +0.1% | -0.4% | -0.4% |
| 3M | -1.8% | +2.0% | -3.8% | -1.5% |
| 6M | -4.3% | +13.0% | -17.4% | -2.6% |
| YTD | -2.1% | +13.6% | -15.7% | -0.2% |
| 1Y | -0.4% | +20.1% | -20.4% | +2.4% |
| 3Y | +5.5% | +77.6% | -72.1% | +15.9% |
| 5Y | -23.0% | +82.4% | -105.5% | -14.9% |
| 10Y | -11.1% | +316.8% | -328.0% | +24.9% |
| All | +23.9% | +817.1% | -793.1% | +129.3% |
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