-98.1%
FEMY vs VT
+66.2%
-164.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -6.9% | +0.4% | -7.3% | -7.3% |
| 30D | -1.0% | +1.0% | -2.0% | -1.9% |
| 3M | -58.3% | +2.4% | -60.6% | -58.9% |
| 6M | -72.7% | +12.0% | -84.7% | -75.0% |
| YTD | -74.1% | +15.3% | -89.5% | -76.8% |
| 1Y | -59.5% | +22.6% | -82.1% | -65.0% |
| 3Y | -66.9% | +74.7% | -141.6% | -75.9% |
| All | -98.1% | +66.2% | -164.3% | -98.4% |
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 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