-92.9%
FIEE vs VT
+57.0%
-149.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.3% | -5.8% | -5.8% |
| 7D | -15.7% | +2.4% | -18.1% | -17.2% |
| 30D | -27.7% | -1.5% | -26.2% | -26.8% |
| 3M | -46.5% | -4.1% | -42.4% | -44.7% |
| 6M | -60.2% | +0.6% | -60.7% | -60.6% |
| YTD | -18.1% | +11.0% | -29.1% | -25.1% |
| 1Y | +44.5% | +13.3% | +31.2% | +29.6% |
| 3Y | +304.6% | +73.4% | +231.2% | +192.8% |
| All | -92.9% | +57.0% | -149.9% | -93.7% |
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