+143.6%
FTXR price history and return analytics
+220.6%
-77.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.5% |
| 7D | -1.7% | -1.1% | -0.6% | -0.6% |
| 30D | -3.8% | -1.0% | -2.8% | -2.7% |
| 3M | -3.8% | +3.2% | -6.9% | -7.0% |
| 6M | +12.1% | +12.5% | -0.4% | -1.4% |
| YTD | +11.7% | +14.1% | -2.4% | -3.1% |
| 1Y | +24.4% | +18.9% | +5.5% | +3.2% |
| 3Y | +57.0% | +74.1% | -17.1% | -12.1% |
| 5Y | +50.2% | +66.9% | -16.6% | -11.6% |
| All | +143.6% | +220.6% | -77.0% | -14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling