+27.9%
FIP price history and return analytics
+99.0%
-71.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.7% |
| 7D | +1.8% | +1.0% | +0.8% | +0.1% |
| 30D | -18.8% | -0.2% | -18.6% | -18.3% |
| 3M | -23.3% | +4.5% | -27.8% | -28.3% |
| 6M | -34.8% | +14.1% | -48.8% | -46.5% |
| YTD | -23.9% | +14.8% | -38.6% | -37.7% |
| 1Y | -12.5% | +21.2% | -33.7% | -33.7% |
| 3Y | +6.5% | +76.6% | -70.1% | -50.5% |
| All | +27.9% | +99.0% | -71.1% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling