+1,775.6%
FTI vs VSH
+118.9%
+1,656.6%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.2% | +6.3% | +3.7% |
| 7D | +4.3% | +14.3% | -10.0% | -1.7% |
| 30D | -4.7% | -7.9% | +3.2% | -3.5% |
| 3M | -13.5% | -19.9% | +6.3% | -8.8% |
| 6M | -8.7% | -30.5% | +21.8% | -4.9% |
| YTD | +49.0% | +85.7% | -36.7% | +0.1% |
| 1Y | +54.0% | +98.9% | -44.9% | +0.1% |
| 3Y | +211.6% | +32.1% | +179.5% | +122.3% |
| 5Y | +881.9% | +39.7% | +842.2% | +566.0% |
| 10Y | +188.1% | +117.6% | +70.5% | +64.5% |
| All | +1,775.6% | +118.9% | +1,656.6% | +593.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 all: compounded portfolio wealth divided by compounded VSH 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…
all analysis · Full analysis span regression · 6 months rolling