+219.8%
VT vs FTI
+185.2%
+34.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | +0.4% | -4.3% | +4.7% | +1.2% |
| 30D | -2.6% | -8.0% | +5.4% | -1.2% |
| 3M | -3.2% | -8.0% | +4.8% | -2.0% |
| 6M | +0.9% | -8.7% | +9.6% | +2.0% |
| YTD | +11.3% | +43.9% | -32.6% | +3.1% |
| 1Y | +14.0% | +49.8% | -35.8% | +4.7% |
| 3Y | +75.8% | +211.7% | -135.9% | +38.4% |
| 5Y | +57.8% | +781.6% | -723.7% | -1.5% |
| 10Y | +219.8% | +180.2% | +39.6% | +114.8% |
| All | +219.8% | +185.2% | +34.6% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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