-90.2%
FIEE vs VT
+462.4%
-552.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.7% | -3.7% |
| 7D | -3.4% | +0.4% | -3.9% | -3.7% |
| 30D | +24.8% | +1.0% | +23.8% | +24.3% |
| 3M | -12.9% | +2.4% | -15.2% | -13.9% |
| 6M | -39.5% | +12.0% | -51.5% | -42.8% |
| YTD | +22.4% | +15.3% | +7.1% | +14.9% |
| 1Y | +40.4% | +22.6% | +17.8% | +28.4% |
| 3Y | +104.7% | +74.7% | +30.0% | +65.7% |
| 5Y | -93.0% | +66.1% | -159.2% | -94.2% |
| 10Y | -94.3% | +225.0% | -319.3% | -96.0% |
| All | -90.2% | +462.4% | -552.6% | -92.5% |
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