+67.7%
FENY vs VT
+74.0%
-6.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +5.4% | +2.4% | +3.1% | +4.3% |
| 30D | -4.2% | -1.5% | -2.7% | -3.6% |
| 3M | +5.5% | -4.1% | +9.6% | +7.4% |
| 6M | +11.9% | +0.6% | +11.4% | +10.7% |
| YTD | +46.1% | +11.0% | +35.1% | +34.6% |
| 1Y | +45.8% | +13.3% | +32.4% | +32.0% |
| 3Y | +67.7% | +73.4% | -5.7% | +6.3% |
| All | +67.7% | +74.0% | -6.3% | +6.3% |
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