+101.9%
FUTU vs VT
+75.0%
+26.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -2.0% | +0.4% | -2.5% | -2.8% |
| 30D | +10.5% | +1.0% | +9.5% | +8.6% |
| 3M | +27.1% | +2.4% | +24.7% | +21.4% |
| 6M | -15.4% | +12.0% | -27.4% | -31.5% |
| YTD | -24.7% | +15.3% | -40.0% | -42.3% |
| 1Y | -34.6% | +22.6% | -57.2% | -55.2% |
| All | +101.9% | +75.0% | +26.9% | -22.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling