+176.6%
FEP price history and return analytics
+318.6%
-142.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -0.7% | -2.3% | +1.7% | +1.5% |
| 30D | +1.4% | -5.0% | +6.4% | +6.4% |
| 3M | -5.5% | -4.9% | -0.6% | -0.9% |
| 6M | -3.8% | -1.5% | -2.3% | -2.6% |
| YTD | +6.6% | +8.5% | -1.9% | -1.4% |
| 1Y | +14.6% | +11.4% | +3.2% | +3.3% |
| 3Y | +92.5% | +70.1% | +22.4% | +15.2% |
| 5Y | +52.9% | +53.7% | -0.8% | +0.9% |
| 10Y | +170.4% | +220.0% | -49.5% | -7.5% |
| All | +176.6% | +318.6% | -142.0% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling