+167.9%
FTHF vs VOO
+85.3%
+82.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +1.1% |
| 7D | +5.8% | -0.4% | +6.2% | +6.2% |
| 30D | +14.3% | -1.4% | +15.6% | +16.0% |
| 3M | +10.5% | +3.7% | +6.8% | +6.7% |
| 6M | +34.7% | +13.0% | +21.7% | +20.6% |
| YTD | +56.2% | +12.4% | +43.8% | +40.7% |
| 1Y | +91.2% | +18.6% | +72.6% | +64.9% |
| All | +167.9% | +85.3% | +82.7% | +38.6% |
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 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