+16.0%
FAS vs VT
+10.7%
+5.3%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.2% | -2.0% |
| 7D | +2.2% | -4.2% | +6.4% | +9.4% |
| 30D | +18.5% | -5.8% | +24.3% | +30.0% |
| 3M | -5.9% | -5.2% | -0.6% | +2.5% |
| 6M | +30.1% | +0.1% | +30.0% | +27.5% |
| YTD | +3.6% | +8.2% | -4.6% | -12.9% |
| 1Y | +16.0% | +10.1% | +5.9% | -6.0% |
| All | +16.0% | +10.7% | +5.3% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling