+76.6%
FELV price history and return analytics
+71.6%
+5.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.4% |
| 7D | -2.3% | -2.0% | -0.3% | -0.7% |
| 30D | -1.8% | -1.4% | -0.3% | -0.7% |
| 3M | +9.2% | +4.7% | +4.5% | +5.0% |
| 6M | +19.3% | +11.4% | +7.9% | +8.9% |
| YTD | +22.8% | +13.1% | +9.7% | +10.6% |
| 1Y | +29.6% | +19.0% | +10.6% | +11.7% |
| All | +76.6% | +71.6% | +5.0% | +11.6% |
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