+384.0%
FHN price history and return analytics
+346.0%
+38.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.6% |
| 7D | -1.0% | -2.3% | +1.3% | +1.8% |
| 30D | +0.2% | -5.0% | +5.2% | +6.4% |
| 3M | -9.0% | -4.9% | -4.1% | -3.6% |
| 6M | -6.8% | -1.5% | -5.3% | -6.0% |
| YTD | -1.5% | +8.5% | -10.0% | -12.2% |
| 1Y | +10.9% | +11.4% | -0.4% | -4.3% |
| 3Y | +119.4% | +70.1% | +49.3% | +13.1% |
| 5Y | +57.5% | +53.7% | +3.8% | -11.1% |
| 10Y | +114.1% | +220.0% | -105.8% | -49.4% |
| All | +384.0% | +346.0% | +38.0% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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