+124.5%
FT price history and return analytics
+217.6%
-93.1%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.6% |
| 7D | +0.5% | -0.1% | +0.7% | +0.5% |
| 30D | +4.5% | -3.1% | +7.6% | +6.1% |
| 3M | -3.3% | -3.5% | +0.2% | -1.7% |
| 6M | -3.8% | +0.5% | -4.3% | -4.4% |
| YTD | -1.8% | +10.8% | -12.6% | -7.4% |
| 1Y | -1.6% | +11.9% | -13.5% | -7.7% |
| 3Y | +44.0% | +73.0% | -29.0% | +5.5% |
| 5Y | +30.7% | +58.6% | -27.9% | -0.6% |
| 10Y | +124.5% | +219.2% | -94.7% | +15.2% |
| All | +124.5% | +217.6% | -93.1% | +15.2% |
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