+38.3%
FPF price history and return analytics
+74.0%
-35.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -0.8% | +2.4% | -3.2% | -1.8% |
| 30D | +2.6% | -1.5% | +4.1% | +3.2% |
| 3M | -9.9% | -4.1% | -5.8% | -8.3% |
| 6M | -10.4% | +0.6% | -11.0% | -10.8% |
| YTD | -9.1% | +11.0% | -20.2% | -13.7% |
| 1Y | -8.5% | +13.3% | -21.9% | -13.9% |
| 3Y | +38.3% | +73.4% | -35.1% | +3.0% |
| All | +38.3% | +74.0% | -35.7% | +3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling