-35.5%
FETH vs VT
+36.9%
-72.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.1% | -3.1% | +1.9% |
| 7D | -3.8% | -4.2% | +0.4% | +6.0% |
| 30D | -16.6% | -5.8% | -10.8% | -4.3% |
| 3M | +17.2% | -5.2% | +22.5% | +32.6% |
| 6M | -5.4% | +0.1% | -5.5% | -5.4% |
| YTD | -24.5% | +8.2% | -32.7% | -35.9% |
| 1Y | -35.1% | +10.1% | -45.2% | -46.8% |
| All | -35.5% | +36.9% | -72.3% | -64.6% |
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