+538.9%
FAS price history and return analytics
+224.4%
+314.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | -1.7% |
| 7D | -3.2% | -0.7% | -2.5% | -1.2% |
| 30D | +18.4% | -1.7% | +20.2% | +24.6% |
| 3M | +0.8% | -2.3% | +3.1% | +7.6% |
| 6M | +41.2% | +1.5% | +39.6% | +30.9% |
| YTD | +9.4% | +12.0% | -2.6% | -25.4% |
| 1Y | +18.6% | +12.9% | +5.7% | -20.8% |
| 3Y | +233.1% | +74.9% | +158.2% | -39.6% |
| 5Y | +47.1% | +59.9% | -12.9% | -56.3% |
| 10Y | +538.9% | +224.6% | +314.3% | -59.6% |
| All | +538.9% | +224.4% | +314.6% | -59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling