-89.6%
FTH vs VOO
+116.1%
-205.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -1.5% |
| 7D | +13.6% | +0.5% | +13.0% | +13.0% |
| 30D | +60.7% | -0.9% | +61.7% | +62.2% |
| 3M | +201.5% | +3.9% | +197.6% | +189.1% |
| 6M | +30.7% | +14.5% | +16.1% | +13.3% |
| YTD | +267.4% | +13.0% | +254.4% | +225.4% |
| 1Y | +394.3% | +19.4% | +374.9% | +313.9% |
| 3Y | +127.9% | +78.9% | +49.0% | +24.3% |
| 5Y | -83.3% | +82.3% | -165.6% | -90.9% |
| All | -89.6% | +116.1% | -205.8% | -95.9% |
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