+67.4%
FPF price history and return analytics
+221.8%
-154.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -0.8% | +2.4% | -3.2% | -2.4% |
| 30D | +2.6% | -1.5% | +4.1% | +3.6% |
| 3M | -9.9% | -4.1% | -5.8% | -7.4% |
| 6M | -10.4% | +0.6% | -11.0% | -11.1% |
| YTD | -9.1% | +11.0% | -20.2% | -16.2% |
| 1Y | -8.5% | +13.3% | -21.9% | -16.9% |
| 3Y | +38.3% | +73.4% | -35.1% | -9.5% |
| 5Y | -4.1% | +57.4% | -61.5% | -32.8% |
| All | +67.4% | +221.8% | -154.4% | -37.3% |
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