+223.7%
FHN vs VOO
+803.9%
-580.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.1% |
| 7D | +1.3% | +3.3% | -2.0% | -2.6% |
| 30D | +2.8% | -2.7% | +5.5% | +5.9% |
| 3M | -8.9% | -1.7% | -7.2% | -7.3% |
| 6M | -0.7% | +3.1% | -3.8% | -5.1% |
| YTD | +0.1% | +11.9% | -11.9% | -13.6% |
| 1Y | +10.4% | +12.1% | -1.7% | -4.8% |
| 3Y | +128.8% | +78.6% | +50.2% | +13.0% |
| 5Y | +61.5% | +73.8% | -12.3% | -20.4% |
| 10Y | +83.0% | +312.3% | -229.3% | -70.8% |
| All | +223.7% | +803.9% | -580.1% | -81.5% |
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 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