+295.8%
FTI price history and return analytics
+229.8%
+66.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.2% |
| 7D | -4.4% | -1.1% | -3.3% | -2.9% |
| 30D | +1.5% | -1.0% | +2.5% | +2.9% |
| 3M | +8.2% | +3.2% | +5.0% | +2.9% |
| 6M | +18.8% | +12.5% | +6.3% | -1.3% |
| YTD | +71.7% | +14.1% | +57.6% | +39.7% |
| 1Y | +90.0% | +18.9% | +71.1% | +45.1% |
| 3Y | +270.5% | +74.1% | +196.4% | +61.9% |
| 5Y | +1,084.5% | +66.9% | +1,017.7% | +453.6% |
| All | +295.8% | +229.8% | +66.0% | -19.7% |
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