+64.7%
FPH vs VOO
+79.1%
-14.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | +0.8% | +0.5% | +0.3% | +0.4% |
| 30D | -2.5% | -0.9% | -1.6% | -1.9% |
| 3M | +0.2% | +3.9% | -3.7% | -2.6% |
| 6M | -6.4% | +14.5% | -21.0% | -15.4% |
| YTD | -8.9% | +13.0% | -21.9% | -16.9% |
| 1Y | -13.6% | +19.4% | -33.0% | -24.4% |
| 3Y | +64.7% | +78.9% | -14.1% | -9.7% |
| All | +64.7% | +79.1% | -14.4% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling