+697.6%
FUTU price history and return analytics
+163.1%
+534.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.7% |
| 7D | -1.5% | +1.0% | -2.5% | -3.0% |
| 30D | +7.8% | -0.2% | +8.0% | +8.3% |
| 3M | +29.0% | +4.5% | +24.5% | +20.6% |
| 6M | -16.8% | +14.1% | -30.8% | -31.1% |
| YTD | -27.3% | +14.8% | -42.1% | -40.3% |
| 1Y | -36.4% | +21.2% | -57.6% | -51.5% |
| 3Y | +110.9% | +76.6% | +34.3% | -2.7% |
| 5Y | +12.6% | +66.6% | -54.0% | -41.3% |
| All | +697.6% | +163.1% | +534.5% | +184.2% |
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