+14.8%
FTV vs VOO
+17.3%
-2.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.9% |
| 7D | -5.2% | -2.0% | -3.2% | -4.0% |
| 30D | -11.5% | -1.7% | -9.9% | -10.5% |
| 3M | -9.0% | +4.7% | -13.8% | -11.5% |
| 6M | -2.0% | +12.6% | -14.6% | -10.1% |
| YTD | -0.9% | +11.8% | -12.7% | -8.6% |
| 1Y | +14.8% | +17.5% | -2.7% | -1.7% |
| All | +14.8% | +17.3% | -2.5% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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