+312.2%
VOO vs FHN
+80.9%
+231.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +3.3% | +1.3% | +2.0% | +3.0% |
| 30D | -2.7% | +2.8% | -5.5% | -3.3% |
| 3M | -1.7% | -8.9% | +7.2% | +0.4% |
| 6M | +3.1% | -0.7% | +3.8% | +3.1% |
| YTD | +11.9% | +0.1% | +11.9% | +11.5% |
| 1Y | +12.1% | +10.4% | +1.7% | +8.9% |
| 3Y | +78.6% | +128.8% | -50.2% | +43.2% |
| 5Y | +73.8% | +61.5% | +12.3% | +43.6% |
| All | +312.2% | +80.9% | +231.3% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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