+324.5%
VOO vs THC
+961.7%
-637.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.2% |
| 7D | +0.5% | -2.6% | +3.1% | +0.9% |
| 30D | -0.9% | -1.2% | +0.2% | -0.8% |
| 3M | +3.9% | +58.9% | -55.0% | -3.0% |
| 6M | +14.5% | +9.3% | +5.2% | +12.4% |
| YTD | +13.0% | +30.4% | -17.4% | +7.8% |
| 1Y | +19.4% | +34.6% | -15.2% | +13.1% |
| 3Y | +78.9% | +246.7% | -167.8% | +45.3% |
| 5Y | +82.3% | +244.5% | -162.3% | +44.1% |
| All | +324.5% | +961.7% | -637.3% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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