+134.5%
FEM price history and return analytics
+222.7%
-88.1%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.7% |
| 7D | +1.5% | -0.1% | +1.6% | +1.6% |
| 30D | +5.1% | -0.7% | +5.8% | +5.8% |
| 3M | +7.5% | +4.0% | +3.5% | +3.6% |
| 6M | +13.2% | +12.3% | +1.0% | +1.7% |
| YTD | +24.5% | +14.0% | +10.5% | +10.2% |
| 1Y | +29.6% | +20.3% | +9.3% | +9.0% |
| 3Y | +73.9% | +75.4% | -1.5% | +0.8% |
| 5Y | +46.5% | +66.0% | -19.5% | -10.9% |
| 10Y | +134.5% | +228.2% | -93.7% | -36.7% |
| All | +134.5% | +222.7% | -88.1% | -36.7% |
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