+136.1%
FTH vs VT
+10.5%
+125.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.3% |
| 7D | +18.0% | -2.3% | +20.3% | +22.6% |
| 30D | -11.5% | -5.0% | -6.6% | -2.3% |
| 3M | -9.9% | -4.9% | -5.0% | -1.2% |
| 6M | -15.3% | -1.5% | -13.7% | -14.0% |
| YTD | +106.7% | +8.5% | +98.2% | +67.4% |
| 1Y | +136.1% | +11.4% | +124.7% | +76.3% |
| All | +136.1% | +10.5% | +125.6% | +76.3% |
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