+1,133.2%
FTI vs VT
+66.2%
+1,067.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +5.3% | +0.4% | +4.8% | +4.8% |
| 30D | +15.3% | +1.0% | +14.4% | +14.1% |
| 3M | +15.8% | +2.4% | +13.4% | +12.3% |
| 6M | +22.6% | +12.0% | +10.6% | +6.9% |
| YTD | +79.5% | +15.3% | +64.2% | +51.4% |
| 1Y | +102.0% | +22.6% | +79.4% | +58.2% |
| 3Y | +315.8% | +74.7% | +241.1% | +120.5% |
| All | +1,133.2% | +66.2% | +1,067.0% | +646.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling