+1,205.2%
VST vs FHN
+106.3%
+1,099.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +6.6% |
| 7D | -0.5% | -0.5% | 0.0% | -0.4% |
| 30D | -17.1% | +1.9% | -19.0% | -17.7% |
| 3M | -4.6% | -6.9% | +2.4% | -2.6% |
| 6M | -9.1% | -3.1% | -6.0% | -8.6% |
| YTD | -16.6% | +0.6% | -17.2% | -17.4% |
| 1Y | -29.5% | +12.4% | -41.8% | -32.7% |
| 3Y | +297.5% | +133.7% | +163.8% | +204.4% |
| 5Y | +654.5% | +61.4% | +593.2% | +501.1% |
| 10Y | +1,205.2% | +97.9% | +1,107.4% | +643.8% |
| All | +1,205.2% | +106.3% | +1,099.0% | +643.8% |
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