+153.0%
FTNT vs VO
+42.2%
+110.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | +0.9% |
| 7D | +1.7% | -0.6% | +2.3% | +2.5% |
| 30D | -4.3% | -1.9% | -2.3% | -1.9% |
| 3M | +13.6% | +3.3% | +10.3% | +9.2% |
| 6M | +87.6% | +9.7% | +77.9% | +66.2% |
| YTD | +98.0% | +12.6% | +85.4% | +69.3% |
| 1Y | +96.9% | +13.6% | +83.3% | +66.3% |
| 3Y | +145.4% | +56.8% | +88.6% | +33.5% |
| 5Y | +153.0% | +42.3% | +110.7% | +74.7% |
| All | +153.0% | +42.2% | +110.7% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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