+66.0%
FPF price history and return analytics
+224.4%
-158.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -1.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.1% |
| 30D | +1.3% | -1.7% | +3.0% | +2.4% |
| 3M | -8.8% | -2.3% | -6.5% | -7.4% |
| 6M | -10.0% | +1.5% | -11.6% | -11.3% |
| YTD | -8.4% | +12.0% | -20.4% | -16.0% |
| 1Y | -8.6% | +12.9% | -21.4% | -16.7% |
| 3Y | +40.1% | +74.9% | -34.9% | -8.9% |
| 5Y | -3.2% | +59.9% | -63.1% | -32.9% |
| 10Y | +66.0% | +224.6% | -158.7% | -38.8% |
| All | +66.0% | +224.4% | -158.4% | -38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling