-44.2%
FTRE price history and return analytics
+73.1%
-117.3%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -0.5% |
| 7D | -8.6% | -0.1% | -8.4% | -8.3% |
| 30D | -11.6% | -0.7% | -10.9% | -10.5% |
| 3M | -0.5% | +4.0% | -4.5% | -8.4% |
| 6M | +70.8% | +12.3% | +58.5% | +37.3% |
| YTD | -2.7% | +14.0% | -16.7% | -23.4% |
| 1Y | +66.7% | +20.3% | +46.4% | +21.1% |
| 3Y | -35.7% | +75.4% | -111.2% | -70.9% |
| All | -44.2% | +73.1% | -117.3% | -74.5% |
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