+34.4%
FAS price history and return analytics
+53.4%
-19.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.5% |
| 7D | +2.3% | -2.3% | +4.7% | +9.3% |
| 30D | +18.1% | -5.0% | +23.0% | +35.1% |
| 3M | -6.5% | -4.9% | -1.6% | +6.6% |
| 6M | +26.0% | -1.5% | +27.5% | +28.3% |
| YTD | +1.7% | +8.5% | -6.8% | -21.0% |
| 1Y | +14.8% | +11.4% | +3.5% | -16.9% |
| 3Y | +215.5% | +70.1% | +145.4% | -27.4% |
| All | +34.4% | +53.4% | -19.0% | -48.5% |
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