+408.4%
FTAI vs VSH
+33.8%
+374.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.8% | -2.4% |
| 7D | -9.7% | +3.1% | -12.8% | -10.8% |
| 30D | -20.0% | -5.7% | -14.3% | -18.4% |
| 3M | -20.1% | -42.5% | +22.4% | -4.1% |
| 6M | -33.3% | +82.7% | -116.0% | -50.9% |
| YTD | -8.0% | +118.2% | -126.2% | -37.5% |
| 1Y | +8.0% | +109.7% | -101.7% | -26.0% |
| All | +408.4% | +33.8% | +374.6% | +301.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling