-31.0%
FTEK vs VT
+11.9%
-42.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +2.3% | +2.9% | -0.6% | -0.8% |
| 30D | -15.5% | -2.5% | -13.0% | -13.0% |
| 3M | -7.5% | -3.3% | -4.2% | -4.0% |
| 6M | -6.8% | +1.5% | -8.4% | -7.0% |
| YTD | -12.8% | +11.4% | -24.2% | -25.0% |
| 1Y | -31.0% | +11.9% | -42.9% | -41.3% |
| All | -31.0% | +11.9% | -42.8% | -41.3% |
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