+141.0%
FTK vs VOO
+18.2%
+122.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -1.9% |
| 7D | +16.1% | -0.8% | +16.9% | +17.6% |
| 30D | -26.5% | -1.1% | -25.4% | -24.9% |
| 3M | +13.0% | +3.9% | +9.1% | +6.4% |
| 6M | +58.1% | +13.6% | +44.4% | +31.3% |
| YTD | +58.6% | +12.7% | +45.9% | +34.8% |
| 1Y | +141.0% | +17.6% | +123.4% | +76.7% |
| All | +141.0% | +18.2% | +122.8% | +76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling