+246.8%
FTK price history and return analytics
+65.7%
+181.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | -0.6% | +15.0% | +15.2% |
| 7D | +19.3% | -0.1% | +19.4% | +19.3% |
| 30D | -25.9% | -0.7% | -25.2% | -25.3% |
| 3M | +15.2% | +4.0% | +11.2% | +10.2% |
| 6M | +60.4% | +12.3% | +48.1% | +39.1% |
| YTD | +61.8% | +14.0% | +47.8% | +38.4% |
| 1Y | +152.5% | +20.3% | +132.2% | +103.3% |
| 3Y | +453.2% | +75.4% | +377.7% | +204.0% |
| 5Y | +246.8% | +66.0% | +180.8% | +95.6% |
| All | +246.8% | +65.7% | +181.1% | +95.6% |
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