+9,290.5%
FTNT vs VTV
+612.4%
+8,678.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.5% |
| 7D | -0.1% | -1.1% | +1.0% | +0.9% |
| 30D | -3.0% | -1.0% | -1.9% | -2.0% |
| 3M | +7.6% | +4.6% | +2.9% | +2.5% |
| 6M | +87.0% | +13.5% | +73.4% | +63.2% |
| YTD | +96.5% | +18.5% | +78.0% | +63.9% |
| 1Y | +92.9% | +22.9% | +70.1% | +54.8% |
| 3Y | +139.8% | +67.8% | +72.0% | +39.2% |
| 5Y | +151.3% | +81.8% | +69.5% | +38.1% |
| 10Y | +2,082.2% | +233.0% | +1,849.2% | +531.4% |
| All | +9,290.5% | +612.4% | +8,678.0% | +1,184.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling