+184.1%
FTI price history and return analytics
+221.8%
-37.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.5% |
| 7D | +4.3% | +2.4% | +2.0% | +0.9% |
| 30D | -4.7% | -1.5% | -3.2% | -3.0% |
| 3M | -13.5% | -4.1% | -9.4% | -8.7% |
| 6M | -8.7% | +0.6% | -9.3% | -10.6% |
| YTD | +49.0% | +11.0% | +38.0% | +25.2% |
| 1Y | +54.0% | +13.3% | +40.7% | +25.5% |
| 3Y | +211.6% | +73.4% | +138.2% | +36.0% |
| 5Y | +881.9% | +57.4% | +824.4% | +396.8% |
| All | +184.1% | +221.8% | -37.6% | -46.0% |
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