+524.1%
FAST vs ITOT
+293.9%
+230.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | -6.4% | -1.6% | -4.9% | -5.1% |
| 3M | +5.3% | +3.5% | +1.8% | +2.0% |
| 6M | +5.4% | +13.1% | -7.7% | -6.0% |
| YTD | +23.6% | +12.7% | +10.9% | +10.6% |
| 1Y | +4.1% | +18.3% | -14.2% | -11.1% |
| 3Y | +92.4% | +76.4% | +16.0% | +12.1% |
| 5Y | +106.1% | +73.8% | +32.3% | +21.0% |
| 10Y | +524.1% | +301.2% | +222.9% | +43.5% |
| All | +524.1% | +293.9% | +230.2% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling