+805.8%
VOO vs THC
+1,623.7%
-817.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.8% | -0.4% |
| 7D | -0.6% | +8.8% | -9.4% | -1.8% |
| 30D | -3.6% | +10.0% | -13.7% | -5.0% |
| 3M | -2.7% | +11.7% | -14.4% | -4.3% |
| 6M | +2.2% | +52.5% | -50.2% | -4.2% |
| YTD | +10.9% | +46.1% | -35.2% | +4.0% |
| 1Y | +11.3% | +49.1% | -37.8% | +4.0% |
| 3Y | +76.9% | +439.6% | -362.7% | +35.3% |
| 5Y | +73.5% | +263.2% | -189.6% | +36.4% |
| 10Y | +307.7% | +1,900.5% | -1,592.8% | +132.3% |
| All | +805.8% | +1,623.7% | -817.9% | +405.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling