+688.8%
VRT vs FTAI
+875.1%
-186.3%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.3% | +5.8% | +3.4% |
| 7D | +18.6% | +12.9% | +5.8% | +12.4% |
| 30D | -11.7% | +9.9% | -21.5% | -15.1% |
| 3M | -27.3% | -19.1% | -8.2% | -21.0% |
| 6M | -42.9% | -30.9% | -12.0% | -34.1% |
| YTD | +29.5% | -6.3% | +35.8% | +30.3% |
| 1Y | +21.0% | +20.0% | +1.0% | +9.9% |
| 3Y | +403.1% | +363.0% | +40.1% | +89.1% |
| 5Y | +688.8% | +864.8% | -176.0% | +91.1% |
| All | +688.8% | +875.1% | -186.3% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 5y: compounded portfolio wealth divided by compounded FTAI 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…
5y analysis · Full analysis span regression · 6 months rolling