+129.4%
FTH vs VOO
+9.8%
+119.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.3% | +10.4% | +10.0% |
| 7D | +18.0% | -2.7% | +20.7% | +24.0% |
| 30D | -11.5% | -5.4% | -6.1% | 0.0% |
| 3M | -9.9% | -4.1% | -5.9% | -2.0% |
| 6M | -15.3% | +0.7% | -16.0% | -19.5% |
| YTD | +106.7% | +8.7% | +97.9% | +53.5% |
| All | +129.4% | +9.8% | +119.6% | +68.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling