+39.8%
FTV vs VEU
+70.2%
-30.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.9% | +2.1% | +1.8% | +2.3% |
| 30D | +18.7% | -0.9% | +19.6% | +19.5% |
| 3M | +10.0% | -5.4% | +15.4% | +14.5% |
| 6M | +14.6% | -1.8% | +16.3% | +15.6% |
| YTD | +23.4% | +10.9% | +12.5% | +11.0% |
| 1Y | +31.3% | +13.6% | +17.7% | +15.4% |
| 3Y | +39.8% | +69.3% | -29.5% | -13.4% |
| All | +39.8% | +70.2% | -30.4% | -13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling