+13.2%
FTRI price history and return analytics
+417.9%
-404.7%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | +1.4% | +1.0% | +0.4% | +0.3% |
| 30D | +5.2% | -0.2% | +5.5% | +5.5% |
| 3M | +11.7% | +4.5% | +7.1% | +5.9% |
| 6M | +3.3% | +14.1% | -10.7% | -11.6% |
| YTD | +19.1% | +14.8% | +4.3% | +1.2% |
| 1Y | +24.3% | +21.2% | +3.1% | -0.8% |
| 3Y | +58.7% | +76.6% | -17.9% | -19.6% |
| 5Y | +72.6% | +66.6% | +6.0% | -7.6% |
| 10Y | +177.5% | +222.3% | -44.8% | -40.6% |
| All | +13.2% | +417.9% | -404.7% | -87.3% |
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 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