+459.8%
FTK vs VOO
+77.0%
+382.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | -0.5% | +14.9% | +15.1% |
| 7D | +19.3% | -0.4% | +19.7% | +19.8% |
| 30D | -25.9% | -1.4% | -24.5% | -24.3% |
| 3M | +15.2% | +3.7% | +11.4% | +9.8% |
| 6M | +60.4% | +13.0% | +47.4% | +34.7% |
| YTD | +61.8% | +12.4% | +49.4% | +37.7% |
| 1Y | +152.5% | +18.6% | +133.9% | +99.7% |
| All | +459.8% | +77.0% | +382.9% | +232.2% |
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