-91.9%
FSP price history and return analytics
+59.8%
-151.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +1.4% |
| 7D | -4.5% | -0.7% | -3.8% | -4.2% |
| 30D | +16.7% | -1.7% | +18.4% | +18.0% |
| 3M | -4.5% | -2.3% | -2.2% | -3.2% |
| 6M | -20.8% | +1.5% | -22.3% | -22.9% |
| YTD | -55.3% | +12.0% | -67.3% | -60.7% |
| 1Y | -63.1% | +12.9% | -75.9% | -67.8% |
| 3Y | -79.0% | +74.9% | -154.0% | -88.1% |
| 5Y | -91.9% | +59.9% | -151.8% | -95.0% |
| All | -91.9% | +59.8% | -151.7% | -95.0% |
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 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