+232.7%
FTXL price history and return analytics
+72.7%
+160.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -0.7% |
| 7D | +4.2% | -2.0% | +6.2% | +8.8% |
| 30D | -0.9% | -1.4% | +0.5% | +2.2% |
| 3M | -6.2% | +4.7% | -11.0% | -13.5% |
| 6M | +52.6% | +11.4% | +41.2% | +26.0% |
| YTD | +76.9% | +13.1% | +63.9% | +42.3% |
| 1Y | +122.3% | +19.0% | +103.3% | +62.6% |
| All | +232.7% | +72.7% | +160.0% | +31.1% |
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