+59.6%
FAPR price history and return analytics
+71.7%
-12.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | -0.9% | -1.7% | +0.8% | +0.1% |
| 3M | +0.6% | -2.3% | +2.9% | +1.9% |
| 6M | +3.8% | +1.5% | +2.3% | +2.7% |
| YTD | +7.9% | +12.0% | -4.2% | +0.2% |
| 1Y | +9.3% | +12.9% | -3.6% | +1.0% |
| 3Y | +45.1% | +74.9% | -29.8% | +0.4% |
| 5Y | +49.0% | +59.9% | -10.9% | +7.4% |
| All | +59.6% | +71.7% | -12.1% | +10.0% |
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