+76.5%
FTV vs INDA
+84.7%
-8.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.6% | -0.2% |
| 7D | -4.0% | -2.7% | -1.3% | -2.4% |
| 30D | -11.0% | -2.8% | -8.3% | -9.6% |
| 3M | -8.4% | +1.6% | -10.0% | -9.3% |
| 6M | -2.6% | -1.4% | -1.1% | -2.0% |
| YTD | -0.6% | -10.1% | +9.5% | +5.5% |
| 1Y | +11.0% | -8.8% | +19.7% | +16.5% |
| 3Y | -6.3% | +7.6% | -14.0% | -11.2% |
| 5Y | -1.5% | +5.8% | -7.3% | -5.9% |
| All | +76.5% | +84.7% | -8.2% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling