+116.0%
FTRE vs VT
+13.3%
+102.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.6% |
| 7D | -14.2% | -1.6% | -12.6% | -11.5% |
| 30D | +4.8% | -2.5% | +7.2% | +9.7% |
| 3M | +10.6% | -1.3% | +11.9% | +13.1% |
| 6M | +72.0% | +3.1% | +68.9% | +58.5% |
| YTD | +21.4% | +10.9% | +10.5% | -5.8% |
| All | +116.0% | +13.3% | +102.7% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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