+651.2%
FRD price history and return analytics
+357.6%
+293.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +3.0% |
| 7D | -9.6% | +0.4% | -9.9% | -9.6% |
| 30D | -10.4% | -2.6% | -7.8% | -9.0% |
| 3M | -14.4% | -3.2% | -11.1% | -12.7% |
| 6M | +73.9% | +0.9% | +73.0% | +73.5% |
| YTD | +84.5% | +11.3% | +73.2% | +74.9% |
| 1Y | +79.7% | +14.0% | +65.7% | +68.5% |
| 3Y | +247.4% | +75.8% | +171.6% | +160.6% |
| 5Y | +182.0% | +57.8% | +124.2% | +122.4% |
| 10Y | +712.7% | +219.8% | +492.9% | +350.9% |
| All | +651.2% | +357.6% | +293.6% | +210.8% |
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 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