+242.5%
FHN vs VOO
+817.1%
-574.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -4.7% | +0.1% | -4.8% | -4.8% |
| 3M | +3.5% | +2.0% | +1.5% | +0.6% |
| 6M | +7.8% | +13.0% | -5.2% | -7.6% |
| YTD | +5.9% | +13.6% | -7.7% | -9.8% |
| 1Y | +12.5% | +20.1% | -7.6% | -10.5% |
| 3Y | +117.2% | +77.6% | +39.6% | +8.5% |
| 5Y | +86.5% | +82.4% | +4.1% | -13.4% |
| 10Y | +125.7% | +316.8% | -191.1% | -64.3% |
| All | +242.5% | +817.1% | -574.6% | -80.7% |
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