+16.5%
FTAI vs VSH
+62.1%
-45.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -5.1% | -5.5% | -8.9% |
| 7D | +7.4% | -13.6% | +21.1% | +12.4% |
| 30D | +9.0% | -30.4% | +39.4% | +21.8% |
| 3M | -18.9% | -33.3% | +14.4% | -9.2% |
| 6M | -24.9% | -15.1% | -9.8% | -26.1% |
| YTD | -8.3% | +80.2% | -88.5% | -32.9% |
| 1Y | +16.5% | +63.4% | -46.9% | -13.0% |
| All | +16.5% | +62.1% | -45.6% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling