+183.6%
FRDM price history and return analytics
+144.1%
+39.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +4.1% | +2.4% | +1.7% | +1.7% |
| 30D | -6.9% | -1.5% | -5.4% | -5.1% |
| 3M | -9.9% | -4.1% | -5.8% | -5.5% |
| 6M | -8.7% | +0.6% | -9.3% | -8.0% |
| YTD | +21.3% | +11.0% | +10.3% | +11.7% |
| 1Y | +31.2% | +13.3% | +17.9% | +18.4% |
| 3Y | +123.7% | +73.4% | +50.3% | +35.1% |
| 5Y | +106.7% | +57.4% | +49.3% | +36.5% |
| All | +183.6% | +144.1% | +39.5% | +23.9% |
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