+93.9%
FTV price history and return analytics
+244.9%
-151.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -4.5% | +0.4% | -4.9% | -4.9% |
| 30D | -7.1% | +1.0% | -8.0% | -8.0% |
| 3M | -7.2% | +2.4% | -9.5% | -9.7% |
| 6M | -1.5% | +12.0% | -13.5% | -13.4% |
| YTD | +3.5% | +15.3% | -11.9% | -11.9% |
| 1Y | +20.3% | +22.6% | -2.2% | -4.3% |
| 3Y | -3.1% | +74.7% | -77.8% | -47.3% |
| 5Y | +2.3% | +66.1% | -63.8% | -41.1% |
| 10Y | +76.3% | +225.0% | -148.7% | -50.7% |
| All | +93.9% | +244.9% | -151.0% | -50.7% |
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