-2.0%
FTV price history and return analytics
+76.6%
-78.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.3% |
| 7D | -0.4% | +1.0% | -1.4% | -1.4% |
| 30D | -8.3% | -0.2% | -8.1% | -8.1% |
| 3M | -7.4% | +4.5% | -11.9% | -11.5% |
| 6M | -1.2% | +14.1% | -15.3% | -14.2% |
| YTD | +2.7% | +14.8% | -12.1% | -11.6% |
| 1Y | +18.4% | +21.2% | -2.7% | -4.3% |
| 3Y | -2.0% | +76.6% | -78.6% | -47.4% |
| All | -2.0% | +76.6% | -78.6% | -47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling