-94.2%
FTHM vs VOO
+153.6%
-247.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.6% | -7.6% | -7.3% |
| 7D | -14.1% | -2.0% | -12.1% | -11.6% |
| 30D | -17.4% | -1.7% | -15.7% | -15.2% |
| 3M | +30.0% | +4.7% | +25.3% | +20.7% |
| 6M | -28.7% | +12.6% | -41.2% | -40.1% |
| YTD | -42.1% | +11.8% | -53.8% | -50.8% |
| 1Y | -75.3% | +17.5% | -92.9% | -80.3% |
| 3Y | -89.3% | +77.0% | -166.3% | -95.6% |
| 5Y | -97.9% | +82.6% | -180.5% | -99.2% |
| All | -94.2% | +153.6% | -247.7% | -97.1% |
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 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