-97.6%
FTCI price history and return analytics
+65.7%
-163.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -1.4% |
| 7D | -2.1% | -0.1% | -2.0% | -1.6% |
| 30D | -17.3% | -0.7% | -16.6% | -15.8% |
| 3M | -47.9% | +4.0% | -51.9% | -52.6% |
| 6M | -48.1% | +12.3% | -60.4% | -60.8% |
| YTD | -78.6% | +14.0% | -92.6% | -83.9% |
| 1Y | -64.2% | +20.3% | -84.5% | -75.9% |
| 3Y | -85.8% | +75.4% | -161.3% | -95.9% |
| 5Y | -97.6% | +66.0% | -163.6% | -99.1% |
| All | -97.6% | +65.7% | -163.3% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling