+149.1%
FTLS price history and return analytics
+215.5%
-66.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | -3.1% | -2.3% | -0.8% | -1.9% |
| 30D | -4.8% | -5.0% | +0.2% | -2.1% |
| 3M | -1.8% | -4.9% | +3.1% | +0.8% |
| 6M | +0.6% | -1.5% | +2.2% | +1.3% |
| YTD | +5.0% | +8.5% | -3.5% | 0.0% |
| 1Y | +5.3% | +11.4% | -6.1% | -1.1% |
| 3Y | +42.5% | +70.1% | -27.6% | +5.8% |
| 5Y | +52.6% | +53.7% | -1.2% | +18.9% |
| All | +149.1% | +215.5% | -66.5% | +24.0% |
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