-95.2%
FIEE vs VT
+215.5%
-310.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.1% |
| 7D | +9.9% | -2.3% | +12.2% | +12.0% |
| 30D | -15.4% | -5.0% | -10.5% | -11.8% |
| 3M | -5.2% | -4.9% | -0.3% | -1.1% |
| 6M | -50.7% | -1.5% | -49.2% | -50.5% |
| YTD | -2.8% | +8.5% | -11.3% | -9.5% |
| 1Y | +26.8% | +11.4% | +15.5% | +15.7% |
| 3Y | +258.6% | +70.1% | +188.5% | +140.9% |
| 5Y | -92.1% | +53.7% | -145.8% | -94.2% |
| All | -95.2% | +215.5% | -310.7% | -98.4% |
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