+181.6%
FRDM price history and return analytics
+143.5%
+38.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | -1.3% | -0.1% | -1.2% | -1.0% |
| 30D | -11.9% | -3.1% | -8.8% | -8.7% |
| 3M | -7.5% | -3.5% | -4.0% | -3.6% |
| 6M | -10.7% | +0.5% | -11.2% | -9.9% |
| YTD | +20.5% | +10.8% | +9.7% | +11.1% |
| 1Y | +28.8% | +11.9% | +17.0% | +17.7% |
| 3Y | +120.9% | +73.0% | +47.9% | +33.7% |
| 5Y | +106.4% | +58.6% | +47.8% | +35.3% |
| All | +181.6% | +143.5% | +38.1% | +23.3% |
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