+9.5%
FELE price history and return analytics
+58.5%
-49.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | +1.8% | +2.9% | -1.1% | -1.0% |
| 30D | -1.1% | -2.5% | +1.4% | +1.3% |
| 3M | -8.9% | -3.3% | -5.5% | -5.9% |
| 6M | +0.3% | +1.5% | -1.2% | -1.5% |
| YTD | +3.3% | +11.4% | -8.0% | -8.0% |
| 1Y | +3.7% | +11.9% | -8.3% | -8.1% |
| 3Y | +15.3% | +73.9% | -58.5% | -34.6% |
| 5Y | +9.5% | +57.9% | -48.4% | -28.8% |
| All | +9.5% | +58.5% | -49.0% | -28.8% |
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