+107.2%
FAST vs VEU
+56.2%
+51.0%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.4% |
| 7D | -0.4% | +1.1% | -1.5% | -1.1% |
| 30D | -0.8% | +2.2% | -3.0% | -2.1% |
| 3M | +5.8% | +3.0% | +2.8% | +3.5% |
| 6M | +8.0% | +10.9% | -2.9% | +0.3% |
| YTD | +25.6% | +18.2% | +7.4% | +11.4% |
| 1Y | +0.8% | +28.3% | -27.5% | -15.7% |
| 3Y | +86.1% | +74.6% | +11.5% | +24.2% |
| All | +107.2% | +56.2% | +51.0% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · 6 months rolling