-94.2%
FTH vs VOO
+108.0%
-202.2%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.3% | +10.4% | +10.4% |
| 7D | +18.0% | -2.7% | +20.7% | +21.3% |
| 30D | -11.5% | -5.4% | -6.1% | -6.0% |
| 3M | -9.9% | -4.1% | -5.9% | -5.9% |
| 6M | -15.3% | +0.7% | -16.0% | -15.7% |
| YTD | +106.7% | +8.7% | +97.9% | +90.8% |
| 1Y | +136.1% | +11.0% | +125.1% | +114.5% |
| 3Y | +46.0% | +75.5% | -29.4% | -18.4% |
| 5Y | -87.6% | +68.4% | -156.0% | -92.6% |
| All | -94.2% | +108.0% | -202.2% | -97.6% |
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