+838.8%
FTI price history and return analytics
+57.5%
+781.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.4% |
| 7D | -3.3% | -0.1% | -3.1% | -3.3% |
| 30D | -7.2% | -3.1% | -4.2% | -4.3% |
| 3M | -12.9% | -3.5% | -9.4% | -9.8% |
| 6M | -7.9% | +0.5% | -8.3% | -9.1% |
| YTD | +45.2% | +10.8% | +34.4% | +27.8% |
| 1Y | +48.1% | +11.9% | +36.2% | +28.7% |
| 3Y | +205.0% | +73.0% | +132.0% | +65.2% |
| 5Y | +838.8% | +58.6% | +780.2% | +491.5% |
| All | +838.8% | +57.5% | +781.3% | +491.5% |
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