-92.3%
FTH price history and return analytics
+59.8%
-152.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +2.1% |
| 7D | -33.2% | -0.7% | -32.5% | -34.0% |
| 30D | -42.6% | -1.7% | -40.8% | -42.4% |
| 3M | -55.5% | -2.3% | -53.2% | -55.2% |
| 6M | -35.6% | +1.5% | -37.1% | -37.8% |
| YTD | +25.1% | +12.0% | +13.1% | +9.1% |
| 1Y | +39.6% | +12.9% | +26.7% | +21.1% |
| 3Y | -7.3% | +74.9% | -82.2% | -50.1% |
| 5Y | -92.3% | +59.9% | -152.2% | -95.4% |
| All | -92.3% | +59.8% | -152.0% | -95.4% |
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