+77.9%
FPAG price history and return analytics
+65.9%
+12.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | +0.4% |
| 7D | -2.9% | -2.0% | -0.9% | -0.8% |
| 30D | -3.4% | -1.4% | -1.9% | -1.9% |
| 3M | +6.2% | +4.7% | +1.4% | +0.8% |
| 6M | +11.4% | +11.4% | +0.1% | -1.2% |
| YTD | +12.2% | +13.1% | -0.9% | -2.2% |
| 1Y | +17.5% | +19.0% | -1.6% | -3.4% |
| 3Y | +78.9% | +73.9% | +5.0% | -3.9% |
| All | +77.9% | +65.9% | +12.0% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling