-92.6%
FIEE vs VT
+440.2%
-532.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.3% | -6.5% |
| 7D | +5.9% | -0.1% | +6.0% | +6.0% |
| 30D | -18.7% | -3.1% | -15.7% | -17.5% |
| 3M | -18.3% | -3.5% | -14.8% | -16.9% |
| 6M | -54.4% | +0.5% | -54.8% | -54.6% |
| YTD | -7.3% | +10.8% | -18.1% | -11.4% |
| 1Y | +22.9% | +11.9% | +11.0% | +17.1% |
| 3Y | +319.0% | +73.0% | +246.0% | +242.2% |
| 5Y | -92.1% | +58.6% | -150.7% | -93.4% |
| 10Y | -95.4% | +219.2% | -314.6% | -96.8% |
| All | -92.6% | +440.2% | -532.7% | -94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling