+507.7%
FAST vs SYY
+94.9%
+412.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | +1.3% | -2.8% | +4.1% | +2.1% |
| 30D | -4.7% | -5.3% | +0.5% | -3.3% |
| 3M | +7.9% | +5.1% | +2.9% | +6.4% |
| 6M | +7.4% | -5.0% | +12.4% | +8.3% |
| YTD | +25.1% | +10.7% | +14.4% | +20.4% |
| 1Y | +4.7% | +0.7% | +4.0% | +3.5% |
| 3Y | +94.7% | +24.0% | +70.7% | +80.6% |
| 5Y | +106.8% | +19.3% | +87.5% | +92.8% |
| 10Y | +507.7% | +96.4% | +411.3% | +393.2% |
| All | +507.7% | +94.9% | +412.8% | +393.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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