-71.2%
FTK price history and return analytics
+229.8%
-301.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.7% |
| 7D | +16.1% | -1.1% | +17.2% | +18.0% |
| 30D | -26.5% | -1.0% | -25.5% | -25.3% |
| 3M | +13.0% | +3.2% | +9.9% | +8.2% |
| 6M | +58.1% | +12.5% | +45.6% | +31.1% |
| YTD | +58.6% | +14.1% | +44.6% | +29.4% |
| 1Y | +141.0% | +18.9% | +122.1% | +85.1% |
| 3Y | +448.8% | +74.1% | +374.7% | +135.0% |
| 5Y | +258.7% | +66.9% | +191.8% | +64.0% |
| All | -71.2% | +229.8% | -301.0% | -95.5% |
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 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