+23.6%
FAF price history and return analytics
+66.2%
-42.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -3.0% | +1.0% | -4.0% | -3.8% |
| 30D | -3.8% | -0.2% | -3.6% | -3.6% |
| 3M | +9.5% | +4.5% | +5.0% | +5.0% |
| 6M | +7.3% | +14.1% | -6.7% | -5.4% |
| YTD | +18.1% | +14.8% | +3.3% | +3.2% |
| 1Y | +8.3% | +21.2% | -12.9% | -10.3% |
| 3Y | +30.3% | +76.6% | -46.2% | -26.7% |
| 5Y | +23.6% | +66.6% | -42.9% | -28.4% |
| All | +23.6% | +66.2% | -42.6% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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