-70.3%
FPH vs VOO
+270.1%
-340.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +0.8% |
| 7D | -3.0% | -0.9% | -2.1% | -2.0% |
| 30D | +1.6% | -2.3% | +3.9% | +4.1% |
| 3M | -15.0% | -1.2% | -13.9% | -14.0% |
| 6M | -8.4% | +3.3% | -11.7% | -11.6% |
| YTD | -20.0% | +12.3% | -32.4% | -29.0% |
| 1Y | -28.0% | +12.5% | -40.5% | -36.3% |
| 3Y | +79.5% | +79.2% | +0.3% | -3.1% |
| 5Y | -32.9% | +75.7% | -108.6% | -63.3% |
| All | -70.3% | +270.1% | -340.4% | -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