+130.8%
VTR vs FHN
+130.7%
+0.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | -1.8% | -0.8% | -1.0% | -1.7% |
| 30D | +4.0% | -2.6% | +6.6% | +4.3% |
| 3M | +7.8% | +0.8% | +7.0% | +7.7% |
| 6M | +6.4% | +9.2% | -2.9% | +5.3% |
| YTD | +18.3% | +5.1% | +13.2% | +17.4% |
| 1Y | +33.9% | +12.2% | +21.7% | +31.6% |
| All | +130.8% | +130.7% | +0.2% | +86.1% |
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 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