+29.7%
FAST vs VT
+10.7%
+19.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +1.4% |
| 7D | +0.7% | -4.2% | +4.8% | +2.7% |
| 30D | +4.6% | -5.8% | +10.4% | +7.7% |
| 3M | +6.4% | -5.2% | +11.6% | +9.1% |
| 6M | +20.6% | +0.1% | +20.5% | +19.4% |
| YTD | +34.7% | +8.2% | +26.4% | +24.2% |
| 1Y | +29.7% | +10.1% | +19.5% | +17.9% |
| All | +29.7% | +10.7% | +19.0% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling