+36.5%
FR price history and return analytics
+69.7%
-33.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -1.2% | -2.3% | +1.1% | +0.6% |
| 30D | -7.6% | -5.0% | -2.6% | -3.8% |
| 3M | -14.5% | -4.9% | -9.6% | -11.1% |
| 6M | -12.6% | -1.5% | -11.1% | -12.0% |
| YTD | -3.8% | +8.5% | -12.2% | -11.2% |
| 1Y | +0.7% | +11.4% | -10.6% | -9.4% |
| 3Y | +36.5% | +70.1% | -33.6% | -25.6% |
| All | +36.5% | +69.7% | -33.2% | -25.6% |
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