+320.2%
FHLC vs VOO
+424.9%
-104.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.3% |
| 7D | -0.4% | -2.7% | +2.3% | +1.7% |
| 30D | +8.3% | -5.4% | +13.7% | +12.9% |
| 3M | +10.8% | -4.1% | +14.9% | +14.3% |
| 6M | +25.9% | +0.7% | +25.1% | +24.4% |
| YTD | +20.0% | +8.7% | +11.2% | +11.5% |
| 1Y | +27.5% | +11.0% | +16.5% | +16.6% |
| 3Y | +53.6% | +75.5% | -21.8% | -4.7% |
| 5Y | +41.1% | +68.4% | -27.2% | -10.4% |
| 10Y | +222.6% | +315.7% | -93.1% | -13.9% |
| All | +320.2% | +424.9% | -104.7% | -12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling