+172.4%
FRDM price history and return analytics
+138.5%
+33.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -4.9% | -2.3% | -2.6% | -2.4% |
| 30D | -16.0% | -5.0% | -11.1% | -11.3% |
| 3M | -11.0% | -4.9% | -6.1% | -5.9% |
| 6M | -12.6% | -1.5% | -11.1% | -10.0% |
| YTD | +16.5% | +8.5% | +8.0% | +9.8% |
| 1Y | +26.6% | +11.4% | +15.2% | +16.3% |
| 3Y | +111.7% | +70.1% | +41.6% | +30.4% |
| 5Y | +100.4% | +53.7% | +46.6% | +35.5% |
| All | +172.4% | +138.5% | +33.9% | +21.9% |
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 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