+24.3%
FHB vs VOO
+311.2%
-286.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -1.8% | +3.3% | -5.1% | -4.7% |
| 30D | +0.8% | -2.7% | +3.5% | +3.2% |
| 3M | -9.9% | -1.7% | -8.1% | -8.6% |
| 6M | -4.8% | +3.1% | -7.9% | -8.0% |
| YTD | +0.4% | +11.9% | -11.5% | -10.3% |
| 1Y | +3.6% | +12.1% | -8.4% | -7.6% |
| 3Y | +54.1% | +78.6% | -24.5% | -11.5% |
| 5Y | +7.5% | +73.8% | -66.3% | -36.9% |
| All | +24.3% | +311.2% | -286.9% | -70.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling