+508.7%
FAS price history and return analytics
+221.8%
+287.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +3.0% |
| 7D | +7.6% | +2.4% | +5.3% | +0.2% |
| 30D | +22.2% | -1.5% | +23.7% | +27.6% |
| 3M | -1.4% | -4.1% | +2.7% | +11.4% |
| 6M | +42.7% | +0.6% | +42.1% | +36.4% |
| YTD | +9.5% | +11.0% | -1.6% | -23.4% |
| 1Y | +20.3% | +13.3% | +6.9% | -20.8% |
| 3Y | +235.3% | +73.4% | +161.9% | -37.6% |
| 5Y | +46.2% | +57.4% | -11.3% | -54.4% |
| All | +508.7% | +221.8% | +287.0% | -60.9% |
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