+151.8%
FTXN vs VT
+225.5%
-73.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.1% | +0.4% | +1.7% | +1.6% |
| 30D | +13.5% | +1.0% | +12.5% | +12.2% |
| 3M | +10.2% | +2.4% | +7.8% | +6.7% |
| 6M | +16.5% | +12.0% | +4.5% | +1.3% |
| YTD | +46.4% | +15.3% | +31.0% | +23.1% |
| 1Y | +44.6% | +22.6% | +22.0% | +13.5% |
| 3Y | +43.8% | +74.7% | -30.9% | -24.4% |
| 5Y | +174.1% | +66.1% | +108.0% | +52.5% |
| All | +151.8% | +225.5% | -73.7% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling