+2,545.5%
VRT vs FTV
+13.7%
+2,531.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.2% | -8.4% | -8.7% |
| 7D | +2.4% | -1.3% | +3.7% | +3.4% |
| 30D | -2.7% | -9.5% | +6.8% | +4.7% |
| 3M | -9.2% | -10.9% | +1.7% | -0.9% |
| 6M | -0.5% | -0.6% | +0.1% | -0.3% |
| YTD | +62.3% | +1.4% | +60.9% | +55.5% |
| 1Y | +109.6% | +17.6% | +91.9% | +77.4% |
| 3Y | +573.1% | -3.3% | +576.3% | +575.6% |
| 5Y | +953.6% | -0.1% | +953.8% | +927.8% |
| All | +2,545.5% | +13.7% | +2,531.8% | +1,849.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 10y: compounded portfolio wealth divided by compounded FTV 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…
10y analysis · Full analysis span regression · 6 months rolling