+60.8%
FHN vs VOO
+75.1%
-14.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.1% |
| 7D | -0.9% | -0.9% | 0.0% | -0.2% |
| 30D | +2.0% | -2.3% | +4.4% | +3.9% |
| 3M | -6.8% | -1.2% | -5.7% | -6.1% |
| 6M | -0.8% | +3.3% | -4.1% | -3.8% |
| YTD | +0.6% | +12.3% | -11.7% | -9.0% |
| 1Y | +11.5% | +12.5% | -1.0% | +0.8% |
| 3Y | +130.0% | +79.2% | +50.8% | +53.1% |
| 5Y | +60.8% | +75.7% | -14.9% | +11.5% |
| All | +60.8% | +75.1% | -14.3% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling