+2.3%
FIP price history and return analytics
+95.6%
-93.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +0.2% |
| 7D | -2.1% | -0.3% | -1.8% | -1.7% |
| 30D | +1.5% | -1.4% | +2.9% | +3.9% |
| 3M | -18.5% | -1.4% | -17.1% | -16.1% |
| 6M | -47.4% | +5.5% | -52.8% | -51.2% |
| YTD | -39.1% | +12.8% | -52.0% | -48.7% |
| 1Y | -45.5% | +15.4% | -60.9% | -55.5% |
| 3Y | -8.5% | +76.9% | -85.4% | -57.2% |
| All | +2.3% | +95.6% | -93.4% | -59.5% |
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