+38.7%
FAS price history and return analytics
+53.2%
-14.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.2% | +2.5% |
| 7D | +2.2% | -4.2% | +6.4% | +14.7% |
| 30D | +18.5% | -5.8% | +24.3% | +38.8% |
| 3M | -5.9% | -5.2% | -0.6% | +8.4% |
| 6M | +30.1% | +0.1% | +30.0% | +26.2% |
| YTD | +3.6% | +8.2% | -4.6% | -19.0% |
| 1Y | +16.0% | +10.1% | +5.9% | -13.4% |
| 3Y | +217.8% | +69.7% | +148.1% | -26.4% |
| 5Y | +38.7% | +53.4% | -14.7% | -46.4% |
| All | +38.7% | +53.2% | -14.5% | -46.4% |
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