-86.0%
FHTX vs VOO
+74.6%
-160.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.4% |
| 7D | +7.6% | +3.3% | +4.3% | +2.7% |
| 30D | +10.8% | -2.7% | +13.5% | +16.3% |
| 3M | -69.1% | -1.7% | -67.4% | -68.4% |
| 6M | -51.7% | +3.1% | -54.8% | -54.2% |
| YTD | -62.0% | +11.9% | -74.0% | -68.2% |
| 1Y | -54.7% | +12.1% | -66.8% | -62.1% |
| 3Y | -36.5% | +78.6% | -115.1% | -71.9% |
| 5Y | -86.0% | +73.8% | -159.8% | -93.7% |
| All | -86.0% | +74.6% | -160.6% | -93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling