+295.3%
FT price history and return analytics
+346.0%
-50.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +1.0% | -2.3% | +3.3% | +2.0% |
| 30D | +5.0% | -5.0% | +10.0% | +7.4% |
| 3M | -3.8% | -4.9% | +1.0% | -1.7% |
| 6M | -6.7% | -1.5% | -5.2% | -6.3% |
| YTD | -2.4% | +8.5% | -10.9% | -6.5% |
| 1Y | -0.9% | +11.4% | -12.3% | -6.1% |
| 3Y | +43.2% | +70.1% | -26.8% | +10.5% |
| 5Y | +30.3% | +53.7% | -23.5% | +4.4% |
| 10Y | +117.8% | +220.0% | -102.1% | +23.2% |
| All | +295.3% | +346.0% | -50.7% | +82.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling