+230.4%
FEX price history and return analytics
+221.4%
+8.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +0.7% | +1.0% | -0.3% | -0.3% |
| 30D | -1.8% | -0.2% | -1.5% | -1.5% |
| 3M | +2.6% | +4.5% | -1.9% | -2.1% |
| 6M | +11.8% | +14.1% | -2.3% | -2.7% |
| YTD | +16.3% | +14.8% | +1.6% | +0.5% |
| 1Y | +20.4% | +21.2% | -0.8% | -1.7% |
| 3Y | +69.7% | +76.6% | -6.9% | -6.7% |
| 5Y | +64.6% | +66.6% | -2.0% | -3.9% |
| 10Y | +230.4% | +222.3% | +8.1% | -3.2% |
| All | +230.4% | +221.4% | +8.9% | -3.2% |
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 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