+12.4%
FHN vs VO
+14.1%
-1.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.3% |
| 7D | +1.3% | +2.9% | -1.7% | -1.6% |
| 30D | +2.8% | +1.0% | +1.8% | +1.8% |
| 3M | -8.9% | -1.7% | -7.2% | -7.3% |
| 6M | -0.7% | +6.7% | -7.4% | -7.4% |
| YTD | +0.1% | +14.0% | -13.9% | -13.3% |
| All | +12.4% | +14.1% | -1.7% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling