+70.4%
VXUS vs FTV
+37.0%
+33.4%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +2.1% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | -1.9% | +17.2% | -19.1% | -6.1% |
| 3M | -4.4% | +8.9% | -13.3% | -6.7% |
| 6M | -2.0% | +11.3% | -13.3% | -5.1% |
| YTD | +11.1% | +21.9% | -10.8% | +3.9% |
| 1Y | +15.1% | +31.6% | -16.5% | +4.8% |
| 3Y | +70.4% | +38.1% | +32.4% | +48.7% |
| All | +70.4% | +37.0% | +33.4% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling