+81.7%
FEIM vs VT
+10.5%
+71.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.2% | +10.8% | +10.4% |
| 7D | -11.0% | -2.3% | -8.7% | -5.2% |
| 30D | -23.9% | -5.0% | -19.0% | -12.2% |
| 3M | -19.1% | -4.9% | -14.2% | -6.1% |
| 6M | +5.4% | -1.5% | +6.9% | +14.4% |
| YTD | +11.8% | +8.5% | +3.4% | +7.3% |
| 1Y | +81.7% | +11.4% | +70.3% | +65.2% |
| All | +81.7% | +10.5% | +71.2% | +65.2% |
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