+123.7%
FEZ price history and return analytics
+346.0%
-222.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.6% | -1.6% |
| 7D | 0.0% | -2.3% | +2.3% | +2.7% |
| 30D | -1.2% | -5.0% | +3.8% | +4.8% |
| 3M | -8.5% | -4.9% | -3.7% | -3.2% |
| 6M | -2.6% | -1.5% | -1.1% | -1.0% |
| YTD | +2.9% | +8.5% | -5.5% | -6.3% |
| 1Y | +7.9% | +11.4% | -3.5% | -4.8% |
| 3Y | +65.5% | +70.1% | -4.6% | -11.7% |
| 5Y | +54.5% | +53.7% | +0.8% | -6.7% |
| 10Y | +169.6% | +220.0% | -50.3% | -33.0% |
| All | +123.7% | +346.0% | -222.3% | -62.9% |
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