+806.2%
FTAI vs VT
+53.4%
+752.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.7% | +10.6% |
| 7D | -3.7% | -2.3% | -1.4% | +0.1% |
| 30D | +3.1% | -5.0% | +8.1% | +12.4% |
| 3M | -18.3% | -4.9% | -13.5% | -10.7% |
| 6M | -36.6% | -1.5% | -35.1% | -33.9% |
| YTD | -7.9% | +8.5% | -16.4% | -16.3% |
| 1Y | +12.0% | +11.4% | +0.6% | -2.2% |
| 3Y | +361.5% | +70.1% | +291.5% | +123.8% |
| All | +806.2% | +53.4% | +752.8% | +416.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling