+98.1%
FAST price history and return analytics
+74.1%
+24.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +1.2% |
| 7D | +3.8% | +0.4% | +3.5% | +3.5% |
| 30D | +8.1% | -2.6% | +10.7% | +9.9% |
| 3M | +5.8% | -3.2% | +9.0% | +8.0% |
| 6M | +24.9% | +0.9% | +23.9% | +23.4% |
| YTD | +38.9% | +11.3% | +27.6% | +27.3% |
| 1Y | +36.5% | +14.0% | +22.5% | +22.8% |
| 3Y | +98.1% | +75.8% | +22.3% | +24.9% |
| All | +98.1% | +74.1% | +24.0% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling