+575.3%
FAST vs VO
+196.6%
+378.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +2.1% | -2.6% | +4.6% | +4.3% |
| 30D | +6.9% | -0.9% | +7.8% | +7.6% |
| 3M | +4.8% | -3.0% | +7.8% | +7.5% |
| 6M | +19.8% | +2.2% | +17.6% | +17.3% |
| YTD | +34.9% | +10.6% | +24.3% | +23.3% |
| 1Y | +32.8% | +12.5% | +20.3% | +19.5% |
| 3Y | +93.7% | +61.4% | +32.4% | +26.0% |
| 5Y | +105.3% | +33.4% | +71.9% | +57.0% |
| All | +575.3% | +196.6% | +378.8% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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