+827.8%
VOO vs FHN
+247.9%
+579.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | +0.1% | +1.2% | -1.1% | -0.2% |
| 30D | +0.1% | -4.7% | +4.8% | +1.3% |
| 3M | +2.0% | +3.5% | -1.5% | +0.9% |
| 6M | +13.0% | +7.8% | +5.2% | +10.5% |
| YTD | +13.6% | +5.9% | +7.7% | +11.4% |
| 1Y | +20.1% | +12.5% | +7.6% | +15.4% |
| 3Y | +77.6% | +117.2% | -39.6% | +39.9% |
| 5Y | +82.4% | +86.5% | -4.1% | +40.3% |
| 10Y | +316.8% | +125.7% | +191.1% | +171.1% |
| All | +827.8% | +247.9% | +579.9% | +366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling