+59.0%
FEOE price history and return analytics
+39.5%
+19.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.3% |
| 7D | -3.0% | -2.0% | -1.0% | -1.5% |
| 30D | -2.6% | -1.4% | -1.2% | -1.5% |
| 3M | +4.5% | +4.7% | -0.3% | +0.7% |
| 6M | +5.3% | +11.4% | -6.0% | -3.1% |
| YTD | +13.0% | +13.1% | 0.0% | +3.1% |
| 1Y | +23.4% | +19.0% | +4.4% | +8.6% |
| All | +59.0% | +39.5% | +19.5% | +25.5% |
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