+22.9%
FHYS vs VOO
+76.9%
-54.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -0.1% | +0.5% | -0.7% | -0.3% |
| 30D | +0.1% | -0.9% | +1.0% | +0.3% |
| 3M | +1.1% | +3.9% | -2.8% | +0.3% |
| 6M | +2.6% | +14.5% | -11.9% | -0.4% |
| YTD | +2.5% | +13.0% | -10.5% | -0.2% |
| 1Y | +4.8% | +19.4% | -14.6% | +0.7% |
| 3Y | +23.2% | +78.9% | -55.7% | +7.0% |
| All | +22.9% | +76.9% | -54.0% | +5.7% |
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