+128.5%
FTV price history and return analytics
+232.8%
-104.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | -0.1% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | +17.2% | -2.6% | +19.8% | +20.4% |
| 3M | +8.9% | -3.2% | +12.1% | +12.6% |
| 6M | +11.3% | +0.9% | +10.3% | +9.7% |
| YTD | +21.9% | +11.3% | +10.6% | +7.7% |
| 1Y | +31.6% | +14.0% | +17.6% | +13.1% |
| 3Y | +38.1% | +75.8% | -37.8% | -25.7% |
| 5Y | +15.7% | +57.8% | -42.1% | -29.7% |
| 10Y | +107.5% | +219.8% | -112.3% | -41.5% |
| All | +128.5% | +232.8% | -104.3% | -39.7% |
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