+2,443.2%
FTAI vs VSH
+218.5%
+2,224.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.1% | -2.8% | +0.8% |
| 7D | -5.2% | +4.8% | -10.0% | -7.0% |
| 30D | -17.9% | -0.7% | -17.2% | -17.9% |
| 3M | -22.7% | -43.1% | +20.3% | -5.5% |
| 6M | -28.0% | +91.8% | -119.8% | -49.0% |
| YTD | -5.0% | +131.6% | -136.6% | -38.3% |
| 1Y | +10.4% | +118.1% | -107.7% | -27.1% |
| 3Y | +425.2% | +40.9% | +384.3% | +294.2% |
| 5Y | +890.3% | +75.8% | +814.6% | +558.5% |
| 10Y | +3,106.5% | +193.8% | +2,912.7% | +1,541.1% |
| All | +2,443.2% | +218.5% | +2,224.7% | +1,125.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling