+225.4%
FHN vs VOO
+800.4%
-575.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +1.0% |
| 7D | +2.1% | +2.6% | -0.4% | -1.0% |
| 30D | +3.8% | -2.0% | +5.8% | +6.0% |
| 3M | -8.9% | -2.8% | -6.2% | -6.2% |
| 6M | +1.8% | +2.2% | -0.4% | -1.6% |
| YTD | +0.6% | +11.5% | -10.9% | -12.7% |
| 1Y | +12.9% | +13.5% | -0.6% | -4.1% |
| 3Y | +126.4% | +78.1% | +48.3% | +12.2% |
| 5Y | +62.3% | +73.1% | -10.8% | -19.6% |
| 10Y | +84.0% | +310.7% | -226.8% | -70.5% |
| All | +225.4% | +800.4% | -575.1% | -81.3% |
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