-1.8%
FRHC vs VOO
+17.3%
-19.1%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | -0.4% | -2.0% | +1.5% | +1.5% |
| 30D | +7.8% | -1.7% | +9.4% | +9.4% |
| 3M | +17.1% | +4.7% | +12.3% | +10.9% |
| 6M | +22.5% | +12.6% | +10.0% | +7.8% |
| YTD | +33.7% | +11.8% | +22.0% | +18.6% |
| 1Y | -1.8% | +17.5% | -19.3% | -9.3% |
| All | -1.8% | +17.3% | -19.1% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling