-5.7%
FER vs VT
+10.5%
-16.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.1% |
| 7D | +7.9% | -2.3% | +10.2% | +10.0% |
| 30D | +17.9% | -5.0% | +22.9% | +23.9% |
| 3M | -8.8% | -4.9% | -3.9% | -4.2% |
| 6M | -16.0% | -1.5% | -14.4% | -15.8% |
| YTD | -6.8% | +8.5% | -15.2% | -16.0% |
| 1Y | -5.7% | +11.4% | -17.0% | -16.8% |
| All | -5.7% | +10.5% | -16.2% | -16.8% |
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