+113.9%
FRPH vs VOO
+812.0%
-698.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.1% |
| 7D | +0.7% | +0.5% | +0.1% | +0.2% |
| 30D | +1.4% | -0.9% | +2.3% | +2.3% |
| 3M | -5.6% | +3.9% | -9.5% | -9.3% |
| 6M | -4.7% | +14.5% | -19.3% | -17.0% |
| YTD | -2.5% | +13.0% | -15.5% | -14.0% |
| 1Y | -13.1% | +19.4% | -32.6% | -27.6% |
| 3Y | -20.0% | +78.9% | -98.9% | -56.1% |
| 5Y | -23.2% | +82.3% | -105.4% | -59.8% |
| 10Y | +37.7% | +314.2% | -276.5% | -74.4% |
| All | +113.9% | +812.0% | -698.1% | -87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling