+615.1%
FEIM price history and return analytics
+222.7%
+392.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.1% |
| 7D | +7.7% | -0.1% | +7.9% | +7.8% |
| 30D | -12.9% | -0.7% | -12.3% | -12.5% |
| 3M | -4.9% | +4.0% | -8.9% | -6.7% |
| 6M | +18.8% | +12.3% | +6.5% | +12.3% |
| YTD | +18.2% | +14.0% | +4.2% | +11.1% |
| 1Y | +95.5% | +20.3% | +75.2% | +79.3% |
| 3Y | +938.2% | +75.4% | +862.7% | +704.0% |
| 5Y | +636.8% | +66.0% | +570.8% | +477.7% |
| 10Y | +615.1% | +228.2% | +386.9% | +319.5% |
| All | +615.1% | +222.7% | +392.5% | +319.5% |
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 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