+57.3%
FIP price history and return analytics
+93.1%
-35.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -2.5% |
| 7D | +43.9% | +2.9% | +41.0% | +38.1% |
| 30D | +73.4% | -2.5% | +75.9% | +80.1% |
| 3M | -5.5% | -3.3% | -2.1% | 0.0% |
| 6M | -4.2% | +1.5% | -5.7% | -6.0% |
| YTD | -6.4% | +11.4% | -17.7% | -19.7% |
| 1Y | -5.5% | +11.9% | -17.4% | -19.4% |
| 3Y | +34.9% | +73.9% | -39.0% | -35.5% |
| All | +57.3% | +93.1% | -35.8% | -36.6% |
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