+250.2%
FTS price history and return analytics
+392.8%
-142.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | +2.4% | -2.3% | +4.8% | +3.5% |
| 30D | +13.4% | -5.0% | +18.3% | +15.9% |
| 3M | +8.4% | -4.9% | +13.2% | +10.7% |
| 6M | +8.9% | -1.5% | +10.4% | +9.1% |
| YTD | +18.6% | +8.5% | +10.1% | +13.1% |
| 1Y | +20.7% | +11.4% | +9.3% | +13.5% |
| 3Y | +61.8% | +70.1% | -8.3% | +21.4% |
| 5Y | +59.9% | +53.7% | +6.2% | +25.0% |
| 10Y | +166.2% | +220.0% | -53.7% | +44.2% |
| All | +250.2% | +392.8% | -142.6% | +67.0% |
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