+39.8%
FPI price history and return analytics
+258.8%
-219.0%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.2% | +1.2% |
| 7D | +3.9% | +0.4% | +3.5% | +3.6% |
| 30D | +7.8% | +1.0% | +6.8% | +7.0% |
| 3M | +4.6% | +2.4% | +2.2% | +2.6% |
| 6M | -16.4% | +12.0% | -28.5% | -23.0% |
| YTD | +12.5% | +15.3% | -2.8% | +1.7% |
| 1Y | +4.1% | +22.6% | -18.5% | -9.9% |
| 3Y | +17.1% | +74.7% | -57.6% | -21.1% |
| 5Y | +8.3% | +66.1% | -57.9% | -25.1% |
| 10Y | +41.3% | +225.0% | -183.7% | -32.7% |
| All | +39.8% | +258.8% | -219.0% | -34.0% |
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