+6.6%
FPFD price history and return analytics
+63.5%
-56.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +0.8% | -2.3% | +3.1% | +1.1% |
| 30D | +0.8% | -5.0% | +5.8% | +1.7% |
| 3M | -2.0% | -4.9% | +2.9% | -1.2% |
| 6M | -3.1% | -1.5% | -1.5% | -2.9% |
| YTD | -1.5% | +8.5% | -10.0% | -3.0% |
| 1Y | -1.3% | +11.4% | -12.7% | -3.3% |
| 3Y | +20.7% | +70.1% | -49.4% | +9.2% |
| 5Y | +4.3% | +53.7% | -49.4% | -5.6% |
| All | +6.6% | +63.5% | -56.9% | -3.8% |
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