+145.1%
FTLS price history and return analytics
+221.8%
-76.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +1.9% | +2.4% | -0.5% | +0.6% |
| 30D | -2.7% | -1.5% | -1.2% | -1.9% |
| 3M | -0.9% | -4.1% | +3.2% | +1.3% |
| 6M | +2.2% | +0.6% | +1.6% | +1.6% |
| YTD | +6.9% | +11.0% | -4.1% | +0.6% |
| 1Y | +6.9% | +13.3% | -6.4% | -0.5% |
| 3Y | +43.5% | +73.4% | -29.9% | +5.4% |
| 5Y | +54.6% | +57.4% | -2.9% | +18.9% |
| All | +145.1% | +221.8% | -76.7% | +19.0% |
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