+44.2%
FTF price history and return analytics
+222.7%
-178.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | 0.0% | -0.7% | +0.7% | +0.3% |
| 3M | +2.6% | +4.0% | -1.4% | +0.8% |
| 6M | +3.7% | +12.3% | -8.6% | -1.3% |
| YTD | +1.5% | +14.0% | -12.5% | -4.1% |
| 1Y | +0.9% | +20.3% | -19.4% | -6.8% |
| 3Y | +30.8% | +75.4% | -44.6% | +2.6% |
| 5Y | +8.3% | +66.0% | -57.6% | -13.8% |
| 10Y | +44.2% | +228.2% | -184.0% | -16.7% |
| All | +44.2% | +222.7% | -178.5% | -16.7% |
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 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