+351.3%
FERG price history and return analytics
+229.8%
+121.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.2% |
| 7D | -2.6% | -1.1% | -1.5% | -1.9% |
| 30D | -8.9% | -1.0% | -7.9% | -8.3% |
| 3M | -2.0% | +3.2% | -5.2% | -3.7% |
| 6M | -3.2% | +12.5% | -15.7% | -9.4% |
| YTD | +1.5% | +14.1% | -12.6% | -5.7% |
| 1Y | +0.5% | +18.9% | -18.4% | -8.6% |
| 3Y | +50.4% | +74.1% | -23.7% | +13.9% |
| 5Y | +68.7% | +66.9% | +1.8% | +26.9% |
| All | +351.3% | +229.8% | +121.5% | +223.4% |
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 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