+295.8%
FTI vs VOO
+325.3%
-29.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | 0.0% |
| 7D | -4.4% | -0.8% | -3.6% | -3.4% |
| 30D | +1.5% | -1.1% | +2.6% | +2.8% |
| 3M | +8.2% | +3.9% | +4.3% | +2.6% |
| 6M | +18.8% | +13.6% | +5.2% | 0.0% |
| YTD | +71.7% | +12.7% | +59.0% | +46.0% |
| 1Y | +90.0% | +17.6% | +72.5% | +52.6% |
| 3Y | +270.5% | +77.3% | +193.2% | +76.2% |
| 5Y | +1,084.5% | +84.1% | +1,000.4% | +431.1% |
| All | +295.8% | +325.3% | -29.5% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling