+533.3%
FAST vs VO
+197.6%
+335.7%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | +4.2% | +3.1% | +1.1% | +1.4% |
| 30D | +6.7% | +2.2% | +4.5% | +4.5% |
| 3M | +8.0% | -2.5% | +10.5% | +10.3% |
| 6M | +27.4% | +7.0% | +20.5% | +19.9% |
| YTD | +40.5% | +14.0% | +26.5% | +25.1% |
| 1Y | +38.4% | +15.6% | +22.7% | +21.6% |
| 3Y | +98.7% | +66.2% | +32.5% | +26.1% |
| 5Y | +106.7% | +36.6% | +70.1% | +55.0% |
| All | +533.3% | +197.6% | +335.7% | +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