+26.1%
FPI price history and return analytics
+222.7%
-196.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | +1.7% | +2.9% | -1.2% | -0.4% |
| 30D | -16.1% | -2.5% | -13.6% | -14.6% |
| 3M | -7.6% | -3.3% | -4.3% | -5.5% |
| 6M | -12.7% | +1.5% | -14.3% | -14.2% |
| YTD | -5.0% | +11.4% | -16.4% | -12.9% |
| 1Y | -3.8% | +11.9% | -15.8% | -12.3% |
| 3Y | -0.7% | +73.9% | -74.5% | -35.9% |
| 5Y | -9.2% | +57.9% | -67.1% | -37.2% |
| All | +26.1% | +222.7% | -196.6% | -50.2% |
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