+108.6%
FTV vs VEU
+149.9%
-41.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +3.9% | +2.1% | +1.8% | +1.8% |
| 30D | +18.7% | -0.9% | +19.6% | +19.7% |
| 3M | +10.0% | -5.4% | +15.4% | +15.9% |
| 6M | +14.6% | -1.8% | +16.3% | +15.7% |
| YTD | +23.4% | +10.9% | +12.5% | +9.2% |
| 1Y | +31.3% | +13.6% | +17.7% | +13.4% |
| 3Y | +39.8% | +69.3% | -29.5% | -20.0% |
| 5Y | +17.7% | +48.1% | -30.4% | -22.7% |
| All | +108.6% | +149.9% | -41.3% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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