+56.3%
FHB vs VOO
+78.8%
-22.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.5% |
| 7D | -1.4% | -0.6% | -0.8% | -1.0% |
| 30D | +1.3% | -3.6% | +5.0% | +4.5% |
| 3M | -7.4% | -2.7% | -4.7% | -5.3% |
| 6M | -6.7% | +2.2% | -8.9% | -9.0% |
| YTD | +1.8% | +10.9% | -9.1% | -8.0% |
| 1Y | +4.9% | +11.3% | -6.4% | -5.7% |
| 3Y | +56.3% | +76.9% | -20.6% | -24.2% |
| All | +56.3% | +78.8% | -22.5% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling