-96.6%
FTH vs VOO
+112.9%
-209.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -42.5% | +2.3% | -44.8% | -44.9% |
| 7D | -34.1% | +0.1% | -34.1% | -35.4% |
| 30D | -51.3% | -3.3% | -48.0% | -50.3% |
| 3M | -48.0% | -2.4% | -45.6% | -47.6% |
| 6M | -45.8% | +2.6% | -48.4% | -48.1% |
| YTD | +18.8% | +11.3% | +7.6% | +5.2% |
| 1Y | +39.3% | +13.4% | +25.9% | +21.5% |
| 3Y | -12.1% | +80.3% | -92.4% | -53.1% |
| 5Y | -92.6% | +72.7% | -165.3% | -95.8% |
| All | -96.6% | +112.9% | -209.6% | -98.7% |
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 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