+38.5%
FFTY price history and return analytics
+217.6%
-179.1%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | -6.5% | -0.1% | -6.4% | -6.4% |
| 30D | -18.4% | -3.1% | -15.3% | -15.2% |
| 3M | -20.4% | -3.5% | -16.9% | -16.7% |
| 6M | -28.4% | +0.5% | -28.9% | -28.4% |
| YTD | -16.1% | +10.8% | -26.9% | -24.9% |
| 1Y | -21.8% | +11.9% | -33.7% | -30.7% |
| 3Y | +38.2% | +73.0% | -34.7% | -24.9% |
| 5Y | -37.6% | +58.6% | -96.2% | -62.1% |
| 10Y | +38.5% | +219.2% | -180.6% | -62.0% |
| All | +38.5% | +217.6% | -179.1% | -62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling