+119.4%
FHN vs VO
+60.2%
+59.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -1.0% | -2.6% | +1.6% | +2.4% |
| 30D | +0.2% | -0.9% | +1.2% | +1.3% |
| 3M | -9.0% | -3.0% | -6.0% | -5.4% |
| 6M | -6.8% | +2.2% | -9.0% | -10.0% |
| YTD | -1.5% | +10.6% | -12.1% | -14.7% |
| 1Y | +10.9% | +12.5% | -1.6% | -6.3% |
| 3Y | +119.4% | +61.4% | +58.0% | +6.6% |
| All | +119.4% | +60.2% | +59.2% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling