+154.5%
FPXI vs VT
+217.6%
-63.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | -0.9% | -0.1% | -0.7% | -0.7% |
| 30D | -10.8% | -3.1% | -7.7% | -7.8% |
| 3M | -15.3% | -3.5% | -11.8% | -12.0% |
| 6M | -17.1% | +0.5% | -17.6% | -16.7% |
| YTD | +3.4% | +10.8% | -7.4% | -4.7% |
| 1Y | +2.0% | +11.9% | -9.9% | -6.9% |
| 3Y | +60.4% | +73.0% | -12.6% | -1.5% |
| 5Y | -1.2% | +58.6% | -59.8% | -34.3% |
| 10Y | +154.5% | +219.2% | -64.7% | -3.7% |
| All | +154.5% | +217.6% | -63.1% | -3.7% |
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 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