-73.3%
FHTX vs VOO
+140.4%
-213.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.0% |
| 7D | -15.1% | +0.5% | -15.7% | -16.0% |
| 30D | -20.4% | -0.9% | -19.5% | -19.5% |
| 3M | +30.2% | +3.9% | +26.3% | +22.4% |
| 6M | -16.4% | +14.5% | -31.0% | -32.0% |
| YTD | -10.6% | +13.0% | -23.5% | -25.3% |
| 1Y | -16.0% | +19.4% | -35.4% | -35.1% |
| 3Y | -34.3% | +78.9% | -113.2% | -69.7% |
| 5Y | -62.3% | +82.3% | -144.5% | -83.2% |
| All | -73.3% | +140.4% | -213.8% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling