+68.2%
FEBT price history and return analytics
+81.3%
-13.1%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.2% |
| 7D | -0.6% | -0.7% | +0.1% | -0.1% |
| 30D | -1.1% | -1.7% | +0.7% | 0.0% |
| 3M | +0.7% | -2.3% | +3.0% | +2.1% |
| 6M | +4.1% | +1.5% | +2.6% | +2.9% |
| YTD | +10.9% | +12.0% | -1.2% | +2.6% |
| 1Y | +12.4% | +12.9% | -0.4% | +3.6% |
| 3Y | +57.4% | +74.9% | -17.5% | +6.3% |
| All | +68.2% | +81.3% | -13.1% | +11.8% |
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