+27.2%
FPI price history and return analytics
+221.8%
-194.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +2.3% | +2.4% | -0.1% | +0.5% |
| 30D | -14.7% | -1.5% | -13.2% | -13.8% |
| 3M | -7.0% | -4.1% | -2.8% | -4.2% |
| 6M | -12.0% | +0.6% | -12.5% | -12.8% |
| YTD | -4.1% | +11.0% | -15.2% | -12.0% |
| 1Y | -3.1% | +13.3% | -16.4% | -12.4% |
| 3Y | -1.3% | +73.4% | -74.7% | -36.1% |
| 5Y | -8.4% | +57.4% | -65.8% | -36.5% |
| All | +27.2% | +221.8% | -194.5% | -49.6% |
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