+858.6%
FTAI vs VSH
+64.5%
+794.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -18.3% |
| 3M | -20.1% | -42.5% | +22.4% | -2.8% |
| 6M | -33.3% | +82.7% | -116.0% | -52.3% |
| YTD | -8.0% | +118.2% | -126.2% | -39.6% |
| 1Y | +8.0% | +109.7% | -101.7% | -28.5% |
| 3Y | +413.4% | +35.3% | +378.1% | +291.8% |
| 5Y | +858.6% | +65.6% | +793.0% | +509.8% |
| All | +858.6% | +64.5% | +794.1% | +509.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling