+38.1%
FTHF vs VT
+10.5%
+27.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +0.9% | +0.7% |
| 7D | -3.0% | -2.3% | -0.7% | +1.5% |
| 30D | -16.3% | -5.0% | -11.3% | -6.9% |
| 3M | -7.7% | -4.9% | -2.8% | +2.6% |
| 6M | -9.9% | -1.5% | -8.3% | -5.4% |
| YTD | +27.4% | +8.5% | +18.9% | +15.0% |
| 1Y | +38.1% | +11.4% | +26.8% | +21.6% |
| All | +38.1% | +10.5% | +27.6% | +21.6% |
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