+81.4%
FHN vs VO
+197.6%
-116.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.1% | +3.1% | -1.0% | -1.6% |
| 30D | +3.8% | +2.2% | +1.6% | +1.0% |
| 3M | -8.9% | -2.5% | -6.4% | -6.3% |
| 6M | +1.8% | +7.0% | -5.1% | -6.4% |
| YTD | +0.6% | +14.0% | -13.4% | -14.4% |
| 1Y | +12.9% | +15.6% | -2.7% | -5.5% |
| 3Y | +126.4% | +66.2% | +60.2% | +25.6% |
| 5Y | +62.3% | +36.6% | +25.7% | +11.4% |
| All | +81.4% | +197.6% | -116.2% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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