-41.9%
FEAM vs VT
+15.2%
-57.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | -0.8% |
| 7D | -6.8% | -0.3% | -6.5% | -5.8% |
| 30D | -40.8% | -1.4% | -39.4% | -37.8% |
| 3M | +75.8% | -1.4% | +77.2% | +84.4% |
| 6M | +37.3% | +5.5% | +31.8% | +25.7% |
| YTD | -23.9% | +12.8% | -36.8% | -40.6% |
| 1Y | -41.9% | +15.4% | -57.3% | -56.4% |
| All | -41.9% | +15.2% | -57.1% | -56.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling