+18.6%
VOO vs THC
+40.1%
-21.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.3% | -0.6% |
| 7D | -0.4% | +4.1% | -4.4% | -0.5% |
| 30D | -1.4% | +3.5% | -4.9% | -1.5% |
| 3M | +3.7% | +61.7% | -58.0% | +0.9% |
| 6M | +13.0% | +11.8% | +1.2% | +12.2% |
| YTD | +12.4% | +35.4% | -23.0% | +10.7% |
| 1Y | +18.6% | +37.0% | -18.4% | +15.9% |
| All | +18.6% | +40.1% | -21.5% | +15.9% |
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