+27.3%
FTA price history and return analytics
+13.3%
+14.0%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.2% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +7.0% | -1.7% | +8.7% | +7.4% |
| 3M | +2.5% | -2.3% | +4.8% | +3.1% |
| 6M | +13.7% | +1.5% | +12.2% | +12.9% |
| YTD | +23.3% | +12.0% | +11.2% | +16.4% |
| 1Y | +27.3% | +12.9% | +14.4% | +19.7% |
| All | +27.3% | +13.3% | +14.0% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling