+132.0%
FEZ price history and return analytics
+355.4%
-223.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +3.4% | -0.1% | +3.6% | +3.5% |
| 30D | +2.3% | -3.1% | +5.4% | +6.0% |
| 3M | -5.8% | -3.5% | -2.3% | -1.9% |
| 6M | +2.4% | +0.5% | +1.9% | +1.6% |
| YTD | +6.8% | +10.8% | -4.0% | -5.1% |
| 1Y | +10.0% | +11.9% | -1.9% | -3.4% |
| 3Y | +69.2% | +73.0% | -3.8% | -11.5% |
| 5Y | +62.8% | +58.6% | +4.2% | -5.2% |
| 10Y | +174.8% | +219.2% | -44.4% | -31.4% |
| All | +132.0% | +355.4% | -223.4% | -62.5% |
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