+323.2%
FER price history and return analytics
+221.8%
+101.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +5.1% | +2.4% | +2.7% | +3.8% |
| 30D | +24.9% | -1.5% | +26.4% | +25.8% |
| 3M | -2.8% | -4.1% | +1.3% | -0.8% |
| 6M | -6.8% | +0.6% | -7.3% | -7.1% |
| YTD | -2.0% | +11.0% | -13.1% | -6.8% |
| 1Y | -1.7% | +13.3% | -15.0% | -7.3% |
| 3Y | +102.4% | +73.4% | +29.0% | +57.2% |
| 5Y | +123.7% | +57.4% | +66.3% | +81.1% |
| All | +323.2% | +221.8% | +101.5% | +139.6% |
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 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