-99.5%
FTHM vs VOO
+72.8%
-172.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.3% | -8.9% | -8.8% |
| 7D | -21.3% | -0.6% | -20.7% | -20.1% |
| 30D | -35.7% | -3.6% | -32.0% | -32.2% |
| 3M | -81.1% | -2.7% | -78.4% | -80.3% |
| 6M | -83.5% | +2.2% | -85.7% | -84.0% |
| YTD | -86.4% | +10.9% | -97.3% | -88.1% |
| 1Y | -89.4% | +11.3% | -100.7% | -90.7% |
| 3Y | -95.9% | +76.9% | -172.9% | -98.2% |
| 5Y | -99.5% | +73.5% | -173.0% | -99.8% |
| All | -99.5% | +72.8% | -172.3% | -99.8% |
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