+58.5%
FTXH vs VOO
+77.4%
-19.0%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.6% |
| 7D | -3.1% | -0.8% | -2.4% | -2.7% |
| 30D | +1.2% | -1.1% | +2.3% | +1.8% |
| 3M | +12.4% | +3.9% | +8.5% | +9.9% |
| 6M | +17.9% | +13.6% | +4.3% | +9.3% |
| YTD | +23.4% | +12.7% | +10.7% | +14.8% |
| 1Y | +43.9% | +17.6% | +26.4% | +30.6% |
| 3Y | +58.5% | +77.3% | -18.9% | +8.6% |
| All | +58.5% | +77.4% | -19.0% | +8.6% |
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