-92.8%
FIEE price history and return analytics
+64.2%
-157.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.7% | -3.8% |
| 7D | -1.7% | -2.0% | +0.3% | -0.1% |
| 30D | +5.5% | -1.4% | +7.0% | +6.9% |
| 3M | -3.4% | +4.7% | -8.1% | -7.3% |
| 6M | -40.1% | +11.4% | -51.5% | -46.0% |
| YTD | +24.9% | +13.1% | +11.9% | +12.3% |
| 1Y | +39.2% | +19.0% | +20.2% | +20.2% |
| 3Y | +134.5% | +73.9% | +60.6% | +65.6% |
| All | -92.8% | +64.2% | -157.0% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling