+201.6%
FET vs VT
+23.3%
+178.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | +6.3% | +1.0% | +5.3% | +5.4% |
| 3M | +49.7% | +2.4% | +47.3% | +46.8% |
| 6M | +36.3% | +12.0% | +24.3% | +23.5% |
| YTD | +117.3% | +15.3% | +102.0% | +90.7% |
| 1Y | +201.6% | +22.6% | +179.0% | +142.3% |
| All | +201.6% | +23.3% | +178.3% | +142.3% |
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 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