+33.6%
FPI price history and return analytics
+223.7%
-190.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.3% |
| 7D | +3.1% | +0.4% | +2.8% | +2.8% |
| 30D | -15.5% | -2.6% | -12.9% | -13.9% |
| 3M | -9.9% | -3.2% | -6.7% | -7.9% |
| 6M | -14.9% | +0.9% | -15.8% | -15.9% |
| YTD | -5.7% | +11.3% | -17.0% | -13.6% |
| 1Y | -3.9% | +14.0% | -17.9% | -13.6% |
| 3Y | 0.0% | +75.8% | -75.8% | -36.0% |
| 5Y | -6.9% | +57.8% | -64.7% | -35.6% |
| 10Y | +33.6% | +219.8% | -186.2% | -44.2% |
| All | +33.6% | +223.7% | -190.1% | -44.2% |
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