+143.4%
FENY vs VT
+53.4%
+90.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -12.4% | -2.3% | -10.1% | -11.2% |
| 30D | -3.5% | -5.0% | +1.4% | -0.6% |
| 3M | +5.0% | -4.9% | +9.8% | +8.0% |
| 6M | +6.9% | -1.5% | +8.4% | +6.9% |
| YTD | +38.6% | +8.5% | +30.1% | +28.1% |
| 1Y | +41.6% | +11.4% | +30.2% | +28.1% |
| 3Y | +55.7% | +70.1% | -14.4% | -0.2% |
| All | +143.4% | +53.4% | +90.0% | +70.7% |
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