+169.0%
FTF price history and return analytics
+346.0%
-177.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | 0.0% | -2.3% | +2.3% | +0.9% |
| 30D | +2.3% | -5.0% | +7.3% | +4.3% |
| 3M | -2.0% | -4.9% | +2.9% | -0.1% |
| 6M | -1.6% | -1.5% | 0.0% | -1.2% |
| YTD | -1.8% | +8.5% | -10.3% | -5.3% |
| 1Y | +0.2% | +11.4% | -11.1% | -4.4% |
| 3Y | +26.2% | +70.1% | -43.9% | +0.9% |
| 5Y | +7.2% | +53.7% | -46.5% | -11.6% |
| 10Y | +40.2% | +220.0% | -179.8% | -15.9% |
| All | +169.0% | +346.0% | -177.0% | +37.0% |
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 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