+7.8%
FIP vs VT
+75.0%
-67.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -4.5% | +0.4% | -4.9% | -5.3% |
| 30D | +0.8% | +1.0% | -0.2% | -0.7% |
| 3M | -20.4% | +2.4% | -22.8% | -23.5% |
| 6M | -40.6% | +12.0% | -52.6% | -51.2% |
| YTD | -24.5% | +15.3% | -39.9% | -40.8% |
| 1Y | -15.4% | +22.6% | -38.0% | -39.9% |
| All | +7.8% | +75.0% | -67.2% | -57.5% |
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