-70.9%
FPH price history and return analytics
+182.1%
-253.0%
-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 | -2.9% | -0.1% | -2.7% | -2.5% |
| 30D | -2.2% | -3.1% | +0.8% | +1.2% |
| 3M | -16.4% | -3.5% | -12.9% | -13.1% |
| 6M | -11.5% | +0.5% | -12.0% | -12.5% |
| YTD | -21.6% | +10.8% | -32.4% | -30.6% |
| 1Y | -27.2% | +11.9% | -39.1% | -36.4% |
| 3Y | +75.9% | +73.0% | +2.9% | -7.7% |
| 5Y | -35.3% | +58.6% | -93.9% | -62.4% |
| All | -70.9% | +182.1% | -253.0% | -91.9% |
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