-94.4%
FIEE vs VT
+221.4%
-315.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.4% |
| 7D | -7.8% | +1.0% | -8.8% | -8.6% |
| 30D | +13.9% | -0.2% | +14.1% | +14.2% |
| 3M | +0.8% | +4.5% | -3.7% | -3.2% |
| 6M | -41.2% | +14.1% | -55.3% | -47.9% |
| YTD | +17.8% | +14.8% | +3.0% | +4.8% |
| 1Y | +37.5% | +21.2% | +16.3% | +17.1% |
| 3Y | +121.1% | +76.6% | +44.5% | +44.3% |
| 5Y | -92.8% | +66.6% | -159.4% | -95.0% |
| 10Y | -94.4% | +222.3% | -316.7% | -97.9% |
| All | -94.4% | +221.4% | -315.8% | -97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling