+134.9%
FSTA price history and return analytics
+214.8%
-79.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +1.5% |
| 7D | +4.0% | -4.2% | +8.1% | +6.3% |
| 30D | +11.9% | -5.8% | +17.7% | +15.4% |
| 3M | +8.1% | -5.2% | +13.3% | +11.1% |
| 6M | +8.9% | +0.1% | +8.7% | +8.0% |
| YTD | +19.7% | +8.2% | +11.4% | +13.3% |
| 1Y | +22.0% | +10.1% | +11.8% | +14.2% |
| 3Y | +46.2% | +69.7% | -23.4% | +4.1% |
| 5Y | +45.4% | +53.4% | -8.0% | +9.3% |
| All | +134.9% | +214.8% | -79.9% | +8.1% |
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