+257.7%
SCHD vs FAST
+546.1%
-288.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | +1.4% | +5.0% | -3.6% | -0.5% |
| 30D | +7.7% | +8.6% | -0.9% | +4.2% |
| 3M | +5.7% | +6.9% | -1.2% | +2.8% |
| 6M | +14.9% | +29.6% | -14.6% | +3.4% |
| YTD | +34.2% | +41.4% | -7.2% | +15.8% |
| 1Y | +36.8% | +38.5% | -1.7% | +18.9% |
| 3Y | +73.2% | +98.7% | -25.6% | +27.2% |
| 5Y | +62.8% | +108.0% | -45.2% | +15.3% |
| All | +257.7% | +546.1% | -288.4% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 10y: compounded portfolio wealth divided by compounded FAST 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…
10y analysis · Full analysis span regression · 6 months rolling