+65.5%
FREL price history and return analytics
+221.4%
-156.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -0.5% | +1.0% | -1.5% | -1.4% |
| 30D | -2.7% | -0.2% | -2.5% | -2.6% |
| 3M | +1.2% | +4.5% | -3.4% | -3.1% |
| 6M | +4.3% | +14.1% | -9.7% | -7.9% |
| YTD | +10.2% | +14.8% | -4.6% | -3.4% |
| 1Y | +7.9% | +21.2% | -13.3% | -10.2% |
| 3Y | +32.1% | +76.6% | -44.5% | -23.1% |
| 5Y | +4.3% | +66.6% | -62.3% | -36.2% |
| 10Y | +65.5% | +222.3% | -156.8% | -45.3% |
| All | +65.5% | +221.4% | -156.0% | -45.3% |
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