-87.9%
FTHM vs VOO
+79.1%
-167.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.3% |
| 7D | +5.8% | +0.5% | +5.2% | +5.4% |
| 30D | -13.4% | -0.9% | -12.5% | -12.6% |
| 3M | +29.0% | +3.9% | +25.1% | +24.3% |
| 6M | -24.4% | +14.5% | -38.9% | -33.7% |
| YTD | -34.9% | +13.0% | -47.8% | -42.0% |
| 1Y | -66.3% | +19.4% | -85.7% | -71.1% |
| 3Y | -87.9% | +78.9% | -166.8% | -93.0% |
| All | -87.9% | +79.1% | -167.0% | -93.0% |
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