+697.8%
FRD price history and return analytics
+224.4%
+473.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.3% |
| 7D | -1.2% | -0.7% | -0.5% | -0.7% |
| 30D | -9.6% | -1.7% | -7.9% | -8.5% |
| 3M | -10.5% | -2.3% | -8.2% | -9.2% |
| 6M | +79.1% | +1.5% | +77.6% | +78.0% |
| YTD | +88.1% | +12.0% | +76.1% | +76.6% |
| 1Y | +86.5% | +12.9% | +73.6% | +74.5% |
| 3Y | +244.0% | +74.9% | +169.1% | +151.7% |
| 5Y | +184.9% | +59.9% | +125.0% | +115.9% |
| 10Y | +697.8% | +224.6% | +473.1% | +330.8% |
| All | +697.8% | +224.4% | +473.4% | +330.8% |
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