-97.7%
FTHM vs VOO
+82.3%
-180.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.1% |
| 7D | +5.8% | +0.5% | +5.2% | +5.2% |
| 30D | -13.4% | -0.9% | -12.5% | -12.2% |
| 3M | +29.0% | +3.9% | +25.1% | +22.0% |
| 6M | -24.4% | +14.5% | -38.9% | -37.1% |
| YTD | -34.9% | +13.0% | -47.8% | -44.6% |
| 1Y | -66.3% | +19.4% | -85.7% | -73.1% |
| 3Y | -87.9% | +78.9% | -166.8% | -94.8% |
| 5Y | -97.7% | +82.3% | -180.0% | -99.0% |
| All | -97.7% | +82.3% | -180.0% | -99.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling