-97.2%
FTH vs VOO
+114.2%
-211.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.2% | -0.3% | -19.9% | -19.9% |
| 7D | -46.5% | +3.3% | -49.8% | -49.1% |
| 30D | -50.5% | -2.7% | -47.8% | -49.7% |
| 3M | -63.8% | -1.7% | -62.0% | -63.6% |
| 6M | -49.3% | +3.1% | -52.4% | -51.6% |
| YTD | -0.2% | +11.9% | -12.1% | -12.1% |
| 1Y | +5.4% | +12.1% | -6.6% | -7.0% |
| 3Y | -26.0% | +78.6% | -104.6% | -60.0% |
| 5Y | -94.5% | +73.8% | -168.3% | -96.8% |
| All | -97.2% | +114.2% | -211.4% | -98.9% |
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