+56.4%
FEUZ vs VT
+59.7%
-3.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +1.5% |
| 7D | +3.4% | -0.3% | +3.7% | +3.7% |
| 30D | +3.3% | -1.4% | +4.8% | +4.8% |
| 3M | -2.6% | -1.4% | -1.2% | -1.3% |
| 6M | +1.2% | +5.5% | -4.2% | -4.2% |
| YTD | +9.0% | +12.8% | -3.8% | -3.5% |
| 1Y | +16.5% | +15.4% | +1.0% | +0.7% |
| 3Y | +91.7% | +76.9% | +14.8% | +7.3% |
| All | +56.4% | +59.7% | -3.3% | -7.6% |
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