+176.2%
FEP price history and return analytics
+222.7%
-46.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.1% |
| 7D | -0.2% | +2.9% | -3.1% | -3.0% |
| 30D | +1.3% | -2.5% | +3.8% | +3.8% |
| 3M | -4.3% | -3.3% | -1.0% | -1.1% |
| 6M | -1.0% | +1.5% | -2.5% | -2.7% |
| YTD | +8.3% | +11.4% | -3.1% | -3.0% |
| 1Y | +13.4% | +11.9% | +1.5% | +1.1% |
| 3Y | +94.7% | +73.9% | +20.9% | +10.0% |
| 5Y | +55.1% | +57.9% | -2.8% | -3.2% |
| All | +176.2% | +222.7% | -46.5% | -19.1% |
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