+533.3%
FAST vs ITOT
+287.5%
+245.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.3% |
| 7D | +4.2% | +2.5% | +1.7% | +2.0% |
| 30D | +6.7% | -1.7% | +8.4% | +8.1% |
| 3M | +8.0% | -3.4% | +11.4% | +11.0% |
| 6M | +27.4% | +2.1% | +25.3% | +24.4% |
| YTD | +40.5% | +11.5% | +29.0% | +26.7% |
| 1Y | +38.4% | +13.6% | +24.7% | +22.6% |
| 3Y | +98.7% | +77.2% | +21.5% | +15.5% |
| 5Y | +106.7% | +64.4% | +42.3% | +28.0% |
| All | +533.3% | +287.5% | +245.8% | +66.6% |
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