+105.3%
FAST price history and return analytics
+53.4%
+51.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | 0.0% |
| 7D | +2.1% | -2.3% | +4.4% | +3.8% |
| 30D | +6.9% | -5.0% | +11.8% | +11.0% |
| 3M | +4.8% | -4.9% | +9.7% | +8.7% |
| 6M | +19.8% | -1.5% | +21.3% | +20.5% |
| YTD | +34.9% | +8.5% | +26.4% | +25.0% |
| 1Y | +32.8% | +11.4% | +21.4% | +20.4% |
| 3Y | +93.7% | +70.1% | +23.7% | +21.0% |
| All | +105.3% | +53.4% | +51.9% | +37.9% |
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 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