+1,690.4%
FAST vs VEU
+192.1%
+1,498.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.3% |
| 7D | -0.4% | +1.1% | -1.5% | -1.2% |
| 30D | -0.8% | +2.2% | -3.0% | -2.5% |
| 3M | +5.8% | +3.0% | +2.8% | +2.9% |
| 6M | +8.0% | +10.9% | -2.9% | -1.3% |
| YTD | +25.6% | +18.2% | +7.4% | +8.9% |
| 1Y | +0.8% | +28.3% | -27.5% | -18.3% |
| 3Y | +86.1% | +74.6% | +11.5% | +17.0% |
| 5Y | +100.2% | +56.4% | +43.8% | +36.4% |
| 10Y | +494.2% | +153.0% | +341.2% | +172.8% |
| All | +1,690.4% | +192.1% | +1,498.2% | +604.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling