+217.8%
FAS vs VT
+73.6%
+144.2%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -2.0% |
| 7D | +6.7% | -1.6% | +8.3% | +10.6% |
| 30D | +20.6% | -2.5% | +23.1% | +27.4% |
| 3M | -3.8% | -1.3% | -2.5% | -1.3% |
| 6M | +26.1% | +3.1% | +23.0% | +14.4% |
| YTD | +2.4% | +10.9% | -8.5% | -22.5% |
| 1Y | +17.4% | +12.1% | +5.4% | -13.3% |
| All | +217.8% | +73.6% | +144.2% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling