+546.9%
FTC price history and return analytics
+346.0%
+200.9%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.1% |
| 7D | -4.5% | -2.3% | -2.2% | -2.5% |
| 30D | -10.5% | -5.0% | -5.5% | -6.3% |
| 3M | -10.8% | -4.9% | -5.9% | -6.6% |
| 6M | -9.1% | -1.5% | -7.6% | -7.3% |
| YTD | +1.4% | +8.5% | -7.1% | -4.7% |
| 1Y | +2.2% | +11.4% | -9.1% | -6.0% |
| 3Y | +66.9% | +70.1% | -3.2% | +8.0% |
| 5Y | +36.0% | +53.7% | -17.7% | -3.5% |
| 10Y | +258.9% | +220.0% | +39.0% | +46.6% |
| All | +546.9% | +346.0% | +200.9% | +106.2% |
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 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