+39.7%
FTF price history and return analytics
+223.7%
-184.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | +0.8% |
| 7D | +1.5% | +0.4% | +1.1% | +1.3% |
| 30D | +4.2% | -2.6% | +6.8% | +5.2% |
| 3M | -0.7% | -3.2% | +2.5% | +0.5% |
| 6M | +0.2% | +0.9% | -0.7% | -0.3% |
| YTD | 0.0% | +11.3% | -11.3% | -4.6% |
| 1Y | +2.1% | +14.0% | -11.9% | -3.6% |
| 3Y | +30.4% | +75.8% | -45.4% | +2.1% |
| 5Y | +8.8% | +57.8% | -49.0% | -11.6% |
| 10Y | +39.7% | +219.8% | -180.1% | -17.0% |
| All | +39.7% | +223.7% | -184.0% | -17.0% |
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