+537.5%
FAST price history and return analytics
+222.7%
+314.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | +5.0% | +2.9% | +2.1% | +2.4% |
| 30D | +8.6% | -2.5% | +11.1% | +10.8% |
| 3M | +6.9% | -3.3% | +10.2% | +9.9% |
| 6M | +29.6% | +1.5% | +28.1% | +27.0% |
| YTD | +41.4% | +11.4% | +30.1% | +27.0% |
| 1Y | +38.5% | +11.9% | +26.6% | +23.8% |
| 3Y | +98.7% | +73.9% | +24.9% | +16.5% |
| 5Y | +108.0% | +57.9% | +50.2% | +33.0% |
| All | +537.5% | +222.7% | +314.8% | +109.9% |
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