+144.1%
FPXI vs VT
+215.5%
-71.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.4% |
| 7D | -3.8% | -2.3% | -1.5% | -1.5% |
| 30D | -12.7% | -5.0% | -7.8% | -8.0% |
| 3M | -16.3% | -4.9% | -11.4% | -11.8% |
| 6M | -19.2% | -1.5% | -17.6% | -17.0% |
| YTD | +1.8% | +8.5% | -6.7% | -4.2% |
| 1Y | +2.4% | +11.4% | -9.0% | -6.0% |
| 3Y | +55.7% | +70.1% | -14.4% | -2.7% |
| 5Y | -5.2% | +53.7% | -58.9% | -35.0% |
| All | +144.1% | +215.5% | -71.4% | -6.5% |
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 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