+106.1%
FAST vs VTRS
+40.2%
+65.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.1% |
| 7D | +1.8% | -3.5% | +5.2% | +2.4% |
| 30D | -6.4% | +2.1% | -8.6% | -6.8% |
| 3M | +5.3% | +2.6% | +2.7% | +4.6% |
| 6M | +5.4% | +17.8% | -12.4% | +2.0% |
| YTD | +23.6% | +35.7% | -12.1% | +16.4% |
| 1Y | +4.1% | +63.5% | -59.4% | -5.3% |
| 3Y | +92.4% | +85.1% | +7.2% | +67.2% |
| 5Y | +106.1% | +42.5% | +63.6% | +78.1% |
| All | +106.1% | +40.2% | +65.8% | +78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling