-40.5%
FHTX vs VOO
+14.7%
-55.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -3.8% |
| 7D | -1.4% | -0.7% | -0.7% | -0.4% |
| 30D | +5.0% | -1.1% | +6.1% | +6.6% |
| 3M | -56.8% | -0.3% | -56.5% | -56.9% |
| 6M | -55.1% | +7.4% | -62.5% | -61.4% |
| YTD | -61.1% | +13.4% | -74.5% | -69.4% |
| 1Y | -40.5% | +14.8% | -55.3% | -54.1% |
| All | -40.5% | +14.7% | -55.2% | -54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling