+156.9%
FPXI price history and return analytics
+221.8%
-64.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +1.1% | +2.4% | -1.3% | -1.3% |
| 30D | -7.6% | -1.5% | -6.1% | -6.1% |
| 3M | -18.7% | -4.1% | -14.5% | -14.9% |
| 6M | -17.4% | +0.6% | -17.9% | -17.0% |
| YTD | +2.9% | +11.0% | -8.2% | -5.4% |
| 1Y | +2.4% | +13.3% | -10.9% | -7.6% |
| 3Y | +59.1% | +73.4% | -14.3% | -2.5% |
| 5Y | -3.5% | +57.4% | -61.0% | -35.5% |
| All | +156.9% | +221.8% | -64.8% | -3.3% |
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