+115.9%
FIEE vs VT
+75.0%
+41.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -3.4% | +0.4% | -3.9% | -4.0% |
| 30D | +24.8% | +1.0% | +23.8% | +23.4% |
| 3M | -12.9% | +2.4% | -15.2% | -15.9% |
| 6M | -39.5% | +12.0% | -51.5% | -49.2% |
| YTD | +22.4% | +15.3% | +7.1% | +0.2% |
| 1Y | +40.4% | +22.6% | +17.8% | +5.6% |
| All | +115.9% | +75.0% | +41.0% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling