+172.3%
FEUZ price history and return analytics
+239.1%
-66.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +1.8% | +2.4% | -0.6% | -0.5% |
| 30D | +2.3% | -1.5% | +3.8% | +3.6% |
| 3M | -5.5% | -4.1% | -1.4% | -1.8% |
| 6M | -3.9% | +0.6% | -4.4% | -4.6% |
| YTD | +7.3% | +11.0% | -3.7% | -2.9% |
| 1Y | +11.2% | +13.3% | -2.2% | -1.4% |
| 3Y | +87.3% | +73.4% | +13.9% | +11.4% |
| 5Y | +56.3% | +57.4% | -1.2% | +1.4% |
| 10Y | +162.0% | +221.7% | -59.8% | -9.9% |
| All | +172.3% | +239.1% | -66.8% | -7.2% |
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