+120.7%
FTQI price history and return analytics
+229.8%
-109.1%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.6% |
| 7D | -0.1% | -1.1% | +1.0% | +0.5% |
| 30D | +0.1% | -1.0% | +1.1% | +0.6% |
| 3M | +4.4% | +3.2% | +1.3% | +2.7% |
| 6M | +14.5% | +12.5% | +2.1% | +7.5% |
| YTD | +14.8% | +14.1% | +0.7% | +7.0% |
| 1Y | +21.4% | +18.9% | +2.5% | +10.7% |
| 3Y | +60.7% | +74.1% | -13.4% | +21.8% |
| 5Y | +78.8% | +66.9% | +12.0% | +36.0% |
| All | +120.7% | +229.8% | -109.1% | +30.3% |
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