-70.2%
FPH vs VOO
+267.5%
-337.7%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.2% |
| 7D | +5.2% | +2.6% | +2.6% | +2.6% |
| 30D | +4.7% | -2.0% | +6.7% | +6.8% |
| 3M | -13.5% | -2.8% | -10.7% | -11.1% |
| 6M | -7.2% | +2.2% | -9.4% | -9.5% |
| YTD | -19.9% | +11.5% | -31.4% | -28.4% |
| 1Y | -28.4% | +13.5% | -41.9% | -37.2% |
| 3Y | +84.4% | +78.1% | +6.3% | +0.1% |
| 5Y | -34.5% | +73.1% | -107.6% | -63.6% |
| All | -70.2% | +267.5% | -337.7% | -92.6% |
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