+4.4%
FAST vs VTRS
+63.2%
-58.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | -0.4% | -3.3% | +2.9% | 0.0% |
| 30D | -6.4% | +1.4% | -7.8% | -6.6% |
| 3M | +7.1% | +4.6% | +2.4% | +6.1% |
| 6M | +7.0% | +18.1% | -11.1% | +3.5% |
| YTD | +24.1% | +34.7% | -10.5% | +16.8% |
| 1Y | +4.4% | +65.6% | -61.2% | -1.9% |
| All | +4.4% | +63.2% | -58.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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