+82.9%
FPE price history and return analytics
+305.7%
-222.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.7% |
| 7D | +1.9% | +0.4% | +1.6% | +1.8% |
| 30D | +2.1% | -2.6% | +4.7% | +2.9% |
| 3M | -1.4% | -3.2% | +1.8% | -0.5% |
| 6M | -1.5% | +0.9% | -2.4% | -1.9% |
| YTD | -0.1% | +11.3% | -11.4% | -3.5% |
| 1Y | +0.6% | +14.0% | -13.4% | -3.5% |
| 3Y | +29.7% | +75.8% | -46.1% | +8.3% |
| 5Y | +12.7% | +57.8% | -45.1% | -3.4% |
| 10Y | +57.4% | +219.8% | -162.4% | +8.9% |
| All | +82.9% | +305.7% | -222.8% | +20.4% |
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