-66.2%
FPH price history and return analytics
+192.2%
-258.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.8% |
| 7D | +0.8% | +1.0% | -0.2% | -0.3% |
| 30D | -2.5% | -0.2% | -2.3% | -2.3% |
| 3M | +0.2% | +4.5% | -4.3% | -5.1% |
| 6M | -6.4% | +14.1% | -20.5% | -19.7% |
| YTD | -8.9% | +14.8% | -23.7% | -22.5% |
| 1Y | -13.6% | +21.2% | -34.8% | -31.0% |
| 3Y | +64.7% | +76.6% | -11.8% | -15.3% |
| 5Y | -36.0% | +66.6% | -102.6% | -64.9% |
| All | -66.2% | +192.2% | -258.4% | -90.9% |
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