+14.8%
FTV vs VIG
+12.7%
+2.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.7% |
| 7D | -5.2% | -2.2% | -3.0% | -2.5% |
| 30D | -11.5% | -3.2% | -8.3% | -7.8% |
| 3M | -9.0% | +3.0% | -12.1% | -11.8% |
| 6M | -2.0% | +8.1% | -10.2% | -10.4% |
| YTD | -0.9% | +9.1% | -10.0% | -9.7% |
| 1Y | +14.8% | +12.6% | +2.2% | -1.2% |
| All | +14.8% | +12.7% | +2.1% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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