+12.1%
VOO vs THC
+44.8%
-32.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | -0.2% |
| 7D | +3.3% | +0.1% | +3.1% | +3.3% |
| 30D | -2.7% | +7.5% | -10.2% | -3.1% |
| 3M | -1.7% | +7.5% | -9.3% | -2.2% |
| 6M | +3.1% | +46.4% | -43.3% | +0.9% |
| YTD | +11.9% | +44.4% | -32.4% | +9.7% |
| 1Y | +12.1% | +43.4% | -31.4% | +9.8% |
| All | +12.1% | +44.8% | -32.7% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling