+114.1%
FPWR price history and return analytics
+143.4%
-29.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -0.5% | -0.1% | -0.3% | -0.5% |
| 30D | +4.6% | -3.1% | +7.7% | +6.4% |
| 3M | +1.8% | -3.5% | +5.3% | +3.8% |
| 6M | +1.8% | +0.5% | +1.3% | +1.0% |
| YTD | +14.3% | +10.8% | +3.5% | +6.2% |
| 1Y | +11.5% | +11.9% | -0.4% | +2.9% |
| 3Y | +74.4% | +73.0% | +1.4% | +19.5% |
| 5Y | +71.5% | +58.6% | +12.9% | +23.4% |
| All | +114.1% | +143.4% | -29.3% | +8.6% |
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