+129.2%
FPA price history and return analytics
+323.6%
-194.5%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -0.2% | -2.3% | +2.2% | +2.0% |
| 30D | -11.8% | -5.0% | -6.8% | -7.6% |
| 3M | -7.2% | -4.9% | -2.3% | -2.7% |
| 6M | -18.5% | -1.5% | -16.9% | -16.5% |
| YTD | +19.7% | +8.5% | +11.2% | +13.0% |
| 1Y | +18.8% | +11.4% | +7.4% | +9.7% |
| 3Y | +92.6% | +70.1% | +22.6% | +23.8% |
| 5Y | +67.1% | +53.7% | +13.4% | +16.4% |
| 10Y | +119.3% | +220.0% | -100.7% | -19.2% |
| All | +129.2% | +323.6% | -194.5% | -33.5% |
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