+40.4%
FRPH vs VOO
+325.3%
-284.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -1.1% |
| 7D | -1.9% | -0.8% | -1.2% | -1.4% |
| 30D | 0.0% | -1.1% | +1.0% | +0.8% |
| 3M | -6.5% | +3.9% | -10.4% | -9.3% |
| 6M | -2.6% | +13.6% | -16.3% | -12.3% |
| YTD | -2.8% | +12.7% | -15.5% | -11.9% |
| 1Y | -12.8% | +17.6% | -30.3% | -23.7% |
| 3Y | -20.6% | +77.3% | -97.9% | -50.4% |
| 5Y | -19.7% | +84.1% | -103.8% | -52.2% |
| All | +40.4% | +325.3% | -284.9% | -58.1% |
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