-80.6%
FTCI vs VT
+13.3%
-93.9%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.1% | -8.2% | -9.6% |
| 7D | +4.3% | -0.7% | +5.0% | +5.9% |
| 30D | -21.3% | -1.7% | -19.6% | -18.3% |
| 3M | -46.3% | -2.3% | -44.0% | -43.2% |
| 6M | -67.3% | +1.5% | -68.9% | -68.6% |
| YTD | -86.8% | +12.0% | -98.8% | -90.1% |
| 1Y | -80.6% | +12.9% | -93.5% | -85.8% |
| All | -80.6% | +13.3% | -93.9% | -85.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling