-94.8%
FIEE vs VT
+223.7%
-318.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | +0.1% |
| 7D | +18.1% | +0.4% | +17.8% | +17.8% |
| 30D | -12.8% | -2.6% | -10.2% | -10.9% |
| 3M | -3.9% | -3.2% | -0.7% | -1.2% |
| 6M | -51.1% | +0.9% | -52.0% | -51.9% |
| YTD | -0.6% | +11.3% | -11.9% | -9.5% |
| 1Y | +32.9% | +14.0% | +18.9% | +18.9% |
| 3Y | +319.7% | +75.8% | +243.9% | +174.1% |
| 5Y | -91.6% | +57.8% | -149.4% | -94.0% |
| 10Y | -94.8% | +219.8% | -314.6% | -98.3% |
| All | -94.8% | +223.7% | -318.5% | -98.3% |
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 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