+51.8%
FTNT vs VTV
+28.2%
+23.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +1.2% |
| 7D | -25.7% | +1.8% | -27.5% | -25.4% |
| 30D | -29.7% | +6.0% | -35.7% | -29.6% |
| 3M | -23.1% | +3.7% | -26.8% | -22.9% |
| 6M | +45.0% | +13.9% | +31.0% | +43.0% |
| YTD | +62.9% | +22.8% | +40.2% | +55.9% |
| 1Y | +51.8% | +27.9% | +24.0% | +40.4% |
| All | +51.8% | +28.2% | +23.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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