+105.0%
FAST price history and return analytics
+53.2%
+51.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +2.6% |
| 7D | +0.7% | -4.2% | +4.8% | +3.9% |
| 30D | +4.6% | -5.8% | +10.4% | +9.4% |
| 3M | +6.4% | -5.2% | +11.6% | +10.6% |
| 6M | +20.6% | +0.1% | +20.5% | +19.6% |
| YTD | +34.7% | +8.2% | +26.4% | +25.0% |
| 1Y | +29.7% | +10.1% | +19.5% | +18.7% |
| 3Y | +89.9% | +69.7% | +20.3% | +18.9% |
| 5Y | +105.0% | +53.4% | +51.6% | +38.0% |
| All | +105.0% | +53.2% | +51.8% | +38.0% |
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