+166.4%
FTHF vs VOO
+86.1%
+80.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.9% |
| 7D | +5.8% | +0.5% | +5.2% | +5.1% |
| 30D | +12.1% | -0.9% | +13.0% | +13.2% |
| 3M | +10.6% | +3.9% | +6.7% | +6.6% |
| 6M | +37.4% | +14.5% | +22.8% | +21.5% |
| YTD | +55.3% | +13.0% | +42.3% | +39.2% |
| 1Y | +90.6% | +19.4% | +71.2% | +63.3% |
| All | +166.4% | +86.1% | +80.2% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling