+77,510.7%
FAST vs VTRS
+723.7%
+76,787.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.8% |
| 7D | +4.2% | +4.6% | -0.4% | +3.2% |
| 30D | +6.7% | +19.4% | -12.7% | +2.8% |
| 3M | +8.0% | +30.8% | -22.7% | +2.1% |
| 6M | +27.4% | +21.6% | +5.8% | +21.9% |
| YTD | +40.5% | +71.2% | -30.7% | +24.9% |
| 1Y | +38.4% | +97.6% | -59.2% | +19.3% |
| 3Y | +98.7% | +163.9% | -65.2% | +58.2% |
| 5Y | +106.7% | +82.1% | +24.6% | +73.7% |
| 10Y | +545.1% | -31.3% | +576.3% | +520.1% |
| All | +77,510.7% | +723.7% | +76,787.0% | +39,033.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling