+138.6%
FTQI price history and return analytics
+259.5%
-120.9%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +1.1% | +1.0% | +0.1% | +0.6% |
| 30D | +0.5% | -0.2% | +0.7% | +0.6% |
| 3M | +4.8% | +4.5% | +0.3% | +2.5% |
| 6M | +15.9% | +14.1% | +1.8% | +8.5% |
| YTD | +14.8% | +14.8% | 0.0% | +7.2% |
| 1Y | +22.8% | +21.2% | +1.6% | +11.7% |
| 3Y | +61.6% | +76.6% | -15.0% | +24.2% |
| 5Y | +77.0% | +66.6% | +10.4% | +37.5% |
| 10Y | +124.3% | +222.3% | -98.0% | +40.0% |
| All | +138.6% | +259.5% | -120.9% | +44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling