+182.8%
FTS price history and return analytics
+224.4%
-41.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.7% |
| 7D | -3.1% | -0.7% | -2.4% | -2.8% |
| 30D | +9.9% | -1.7% | +11.7% | +10.7% |
| 3M | +6.2% | -2.3% | +8.5% | +7.3% |
| 6M | +6.8% | +1.5% | +5.3% | +5.3% |
| YTD | +16.6% | +12.0% | +4.5% | +8.2% |
| 1Y | +16.7% | +12.9% | +3.8% | +7.8% |
| 3Y | +62.5% | +74.9% | -12.5% | +12.5% |
| 5Y | +57.5% | +59.9% | -2.4% | +14.4% |
| 10Y | +182.8% | +224.6% | -41.9% | +15.5% |
| All | +182.8% | +224.4% | -41.6% | +15.5% |
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 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