+5.4%
FPXI vs VT
+66.2%
-60.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | +0.1% | +0.4% | -0.4% | -0.4% |
| 30D | -1.7% | +1.0% | -2.6% | -2.7% |
| 3M | -9.2% | +2.4% | -11.6% | -11.0% |
| 6M | +8.8% | +12.0% | -3.2% | -2.8% |
| YTD | +20.5% | +15.3% | +5.2% | +4.6% |
| 1Y | +21.8% | +22.6% | -0.8% | -0.6% |
| 3Y | +78.6% | +74.7% | +4.0% | +2.3% |
| All | +5.4% | +66.2% | -60.7% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling