+1,934.1%
FRHC vs VOO
+223.3%
+1,710.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | -0.4% | -2.0% | +1.5% | +1.3% |
| 30D | +7.8% | -1.7% | +9.4% | +9.2% |
| 3M | +17.1% | +4.7% | +12.3% | +12.2% |
| 6M | +22.5% | +12.6% | +10.0% | +10.3% |
| YTD | +33.7% | +11.8% | +22.0% | +21.3% |
| 1Y | -1.8% | +17.5% | -19.3% | -14.7% |
| 3Y | +78.5% | +77.0% | +1.5% | +10.7% |
| 5Y | +166.3% | +82.6% | +83.8% | +62.0% |
| All | +1,934.1% | +223.3% | +1,710.8% | +695.5% |
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