+150.4%
FTHI vs VOO
+411.5%
-261.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +2.2% | +2.6% | -0.4% | +0.5% |
| 30D | -2.0% | -2.0% | -0.1% | -0.8% |
| 3M | -2.6% | -2.8% | +0.2% | -0.9% |
| 6M | +1.3% | +2.2% | -0.9% | -0.2% |
| YTD | +5.4% | +11.5% | -6.1% | -1.9% |
| 1Y | +7.2% | +13.5% | -6.3% | -1.3% |
| 3Y | +45.9% | +78.1% | -32.2% | +0.6% |
| 5Y | +56.8% | +73.1% | -16.3% | +9.1% |
| 10Y | +118.4% | +310.7% | -192.3% | -8.0% |
| All | +150.4% | +411.5% | -261.1% | -5.3% |
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