-95.8%
FEAM vs VT
+76.6%
-172.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +1.4% |
| 7D | -6.8% | -0.3% | -6.5% | -6.3% |
| 30D | -40.8% | -1.4% | -39.4% | -39.2% |
| 3M | +75.8% | -1.4% | +77.2% | +80.5% |
| 6M | +37.3% | +5.5% | +31.8% | +32.7% |
| YTD | -23.9% | +12.8% | -36.8% | -30.8% |
| 1Y | -41.9% | +15.4% | -57.3% | -47.9% |
| All | -95.8% | +76.6% | -172.3% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling