+35.6%
VSH vs FHN
+134.1%
-98.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | 0.0% | -0.3% |
| 7D | +6.2% | +2.7% | +3.5% | +4.4% |
| 30D | -11.1% | -3.1% | -8.0% | -9.3% |
| 3M | -44.9% | +2.3% | -47.3% | -45.9% |
| 6M | +90.0% | +9.7% | +80.2% | +77.7% |
| YTD | +118.8% | +4.7% | +114.1% | +110.9% |
| 1Y | +109.0% | +13.8% | +95.2% | +89.2% |
| 3Y | +35.6% | +131.6% | -95.9% | -12.7% |
| All | +35.6% | +134.1% | -98.5% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling