+161.6%
FENY vs VT
+57.0%
+104.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +5.4% | +2.4% | +3.1% | +3.9% |
| 30D | -4.2% | -1.5% | -2.7% | -3.4% |
| 3M | +5.5% | -4.1% | +9.6% | +8.0% |
| 6M | +11.9% | +0.6% | +11.4% | +10.5% |
| YTD | +46.1% | +11.0% | +35.1% | +33.1% |
| 1Y | +45.8% | +13.3% | +32.4% | +30.5% |
| 3Y | +67.7% | +73.4% | -5.7% | +6.4% |
| All | +161.6% | +57.0% | +104.6% | +80.0% |
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