+1,318.3%
FAST price history and return analytics
+374.2%
+944.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | -0.8% | +1.0% | -1.8% | -1.7% |
| 3M | +5.8% | +2.4% | +3.4% | +3.2% |
| 6M | +8.0% | +12.0% | -4.0% | -3.2% |
| YTD | +25.6% | +15.3% | +10.3% | +9.5% |
| 1Y | +0.8% | +22.6% | -21.8% | -17.1% |
| 3Y | +86.1% | +74.7% | +11.4% | +9.4% |
| 5Y | +100.2% | +66.1% | +34.1% | +22.8% |
| 10Y | +494.2% | +225.0% | +269.2% | +94.9% |
| All | +1,318.3% | +374.2% | +944.1% | +230.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling