-65.7%
FPH price history and return analytics
+193.7%
-259.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +1.0% | +0.4% | +0.5% | +0.5% |
| 30D | 0.0% | +1.0% | -1.0% | -1.1% |
| 3M | +3.4% | +2.4% | +1.0% | +0.1% |
| 6M | -7.2% | +12.0% | -19.2% | -18.8% |
| YTD | -7.7% | +15.3% | -23.0% | -21.9% |
| 1Y | -8.3% | +22.6% | -30.9% | -27.7% |
| 3Y | +70.9% | +74.7% | -3.8% | -11.0% |
| 5Y | -36.2% | +66.1% | -102.4% | -64.8% |
| All | -65.7% | +193.7% | -259.4% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling