+20.2%
FDHY vs VOO
+81.4%
-61.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | +0.3% | -1.4% | +1.6% | +0.7% |
| 3M | +1.6% | +3.7% | -2.1% | +0.4% |
| 6M | +2.8% | +13.0% | -10.2% | -1.1% |
| YTD | +3.4% | +12.4% | -9.0% | -0.4% |
| 1Y | +5.8% | +18.6% | -12.8% | +0.1% |
| 3Y | +28.3% | +78.1% | -49.8% | +4.7% |
| All | +20.2% | +81.4% | -61.2% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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