+106.1%
FAST vs VTEB
+1.5%
+104.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.8% |
| 7D | +1.8% | -0.7% | +2.5% | +2.3% |
| 30D | -6.4% | -2.1% | -4.4% | -5.1% |
| 3M | +5.3% | -2.7% | +8.0% | +7.2% |
| 6M | +5.4% | -2.1% | +7.5% | +6.9% |
| YTD | +23.6% | -1.1% | +24.7% | +24.7% |
| 1Y | +4.1% | +1.3% | +2.7% | +3.6% |
| 3Y | +92.4% | +9.0% | +83.4% | +80.3% |
| 5Y | +106.1% | +1.5% | +104.6% | +116.3% |
| All | +106.1% | +1.5% | +104.6% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling