+211.6%
FTI vs VOO
+78.5%
+133.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.4% |
| 7D | +4.3% | +2.6% | +1.7% | +1.6% |
| 30D | -4.7% | -2.0% | -2.7% | -2.8% |
| 3M | -13.5% | -2.8% | -10.8% | -11.2% |
| 6M | -8.7% | +2.2% | -10.9% | -11.4% |
| YTD | +49.0% | +11.5% | +37.5% | +30.3% |
| 1Y | +54.0% | +13.5% | +40.5% | +31.8% |
| 3Y | +211.6% | +78.1% | +133.5% | +62.4% |
| All | +211.6% | +78.5% | +133.2% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling