+58.4%
FAPR price history and return analytics
+69.8%
-11.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.1% |
| 7D | -0.2% | -0.1% | 0.0% | -0.1% |
| 30D | -1.7% | -3.1% | +1.4% | +0.1% |
| 3M | -0.4% | -3.5% | +3.1% | +1.7% |
| 6M | +3.0% | +0.5% | +2.5% | +2.5% |
| YTD | +7.0% | +10.8% | -3.8% | +0.1% |
| 1Y | +8.4% | +11.9% | -3.5% | +0.7% |
| 3Y | +44.0% | +73.0% | -29.0% | +0.3% |
| 5Y | +47.9% | +58.6% | -10.7% | +7.1% |
| All | +58.4% | +69.8% | -11.4% | +9.9% |
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