+72.7%
FPWR price history and return analytics
+58.5%
+14.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | +1.6% | +2.9% | -1.3% | +0.2% |
| 30D | +4.0% | -2.5% | +6.5% | +5.2% |
| 3M | +1.3% | -3.3% | +4.6% | +2.8% |
| 6M | +1.0% | +1.5% | -0.5% | -0.2% |
| YTD | +14.9% | +11.4% | +3.6% | +7.7% |
| 1Y | +11.7% | +11.9% | -0.2% | +4.3% |
| 3Y | +75.4% | +73.9% | +1.5% | +25.1% |
| 5Y | +72.7% | +57.9% | +14.8% | +26.9% |
| All | +72.7% | +58.5% | +14.2% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling