+51.8%
FTI vs VT
+11.9%
+39.9%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +5.4% | +2.9% | +2.5% | +4.1% |
| 30D | -8.2% | -2.5% | -5.7% | -7.1% |
| 3M | -13.7% | -3.3% | -10.4% | -12.4% |
| 6M | -11.2% | +1.5% | -12.7% | -11.4% |
| YTD | +46.0% | +11.4% | +34.6% | +37.6% |
| 1Y | +51.8% | +11.9% | +39.9% | +42.8% |
| All | +51.8% | +11.9% | +39.9% | +42.8% |
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