+29.0%
FIP price history and return analytics
+88.1%
-59.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +0.2% | +17.8% | +17.7% |
| 7D | +21.3% | -2.3% | +23.6% | +24.9% |
| 30D | +22.2% | -5.0% | +27.1% | +31.7% |
| 3M | -13.7% | -4.9% | -8.9% | -6.7% |
| 6M | -36.5% | -1.5% | -34.9% | -34.8% |
| YTD | -23.2% | +8.5% | -31.7% | -31.6% |
| 1Y | -30.8% | +11.4% | -42.1% | -40.7% |
| 3Y | +16.2% | +70.1% | -53.9% | -42.6% |
| All | +29.0% | +88.1% | -59.1% | -46.0% |
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