+196.2%
FR price history and return analytics
+357.8%
-161.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.8% |
| 7D | +2.4% | +2.9% | -0.5% | -1.6% |
| 30D | -7.8% | -2.5% | -5.2% | -4.5% |
| 3M | -12.1% | -3.3% | -8.8% | -8.1% |
| 6M | -10.1% | +1.5% | -11.6% | -13.1% |
| YTD | -1.1% | +11.4% | -12.5% | -16.7% |
| 1Y | +1.6% | +11.9% | -10.3% | -15.2% |
| 3Y | +40.1% | +73.9% | -33.8% | -38.9% |
| 5Y | +5.0% | +57.9% | -52.9% | -48.8% |
| 10Y | +186.1% | +222.6% | -36.6% | -58.3% |
| All | +196.2% | +357.8% | -161.6% | -77.5% |
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