+121.0%
FE price history and return analytics
+222.7%
-101.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -0.3% | +2.9% | -3.2% | -1.9% |
| 30D | +3.9% | -2.5% | +6.4% | +5.2% |
| 3M | -0.1% | -3.3% | +3.2% | +1.6% |
| 6M | +6.1% | +1.5% | +4.6% | +4.5% |
| YTD | +8.1% | +11.4% | -3.3% | +0.3% |
| 1Y | +4.4% | +11.9% | -7.5% | -3.5% |
| 3Y | +49.0% | +73.9% | -24.9% | +1.3% |
| 5Y | +46.1% | +57.9% | -11.8% | +5.2% |
| All | +121.0% | +222.7% | -101.7% | -5.9% |
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