+1,879.7%
FAST vs VEU
+176.1%
+1,703.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +0.8% |
| 7D | +3.8% | +0.8% | +3.1% | +3.2% |
| 30D | +8.1% | -1.6% | +9.7% | +9.3% |
| 3M | +5.8% | -4.2% | +10.0% | +9.1% |
| 6M | +24.9% | -1.5% | +26.4% | +25.3% |
| YTD | +38.9% | +11.7% | +27.2% | +25.6% |
| 1Y | +36.5% | +15.6% | +20.9% | +20.1% |
| 3Y | +98.1% | +71.7% | +26.4% | +26.0% |
| 5Y | +109.3% | +49.5% | +59.8% | +47.5% |
| 10Y | +547.9% | +145.6% | +402.3% | +203.6% |
| All | +1,879.7% | +176.1% | +1,703.7% | +711.7% |
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