+72.7%
VOO vs THC
+262.3%
-189.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.3% | +2.0% |
| 7D | +0.1% | +7.5% | -7.4% | -1.1% |
| 30D | -3.3% | +9.6% | -12.9% | -4.8% |
| 3M | -2.4% | +10.3% | -12.7% | -4.1% |
| 6M | +2.6% | +51.8% | -49.2% | -4.9% |
| YTD | +11.3% | +45.4% | -34.2% | +3.3% |
| 1Y | +13.4% | +40.8% | -27.4% | +5.7% |
| 3Y | +80.3% | +448.8% | -368.5% | +24.5% |
| 5Y | +72.7% | +263.4% | -190.7% | +27.0% |
| All | +72.7% | +262.3% | -189.6% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling