+1,934.1%
FRHC price history and return analytics
+153.4%
+1,780.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +1.0% |
| 7D | -0.4% | -2.0% | +1.6% | +1.4% |
| 30D | +7.8% | -1.4% | +9.2% | +9.1% |
| 3M | +17.1% | +4.7% | +12.3% | +11.8% |
| 6M | +22.5% | +11.4% | +11.2% | +10.5% |
| YTD | +33.7% | +13.1% | +20.7% | +19.0% |
| 1Y | -1.8% | +19.0% | -20.8% | -16.8% |
| 3Y | +78.5% | +73.9% | +4.6% | +8.0% |
| 5Y | +166.3% | +65.4% | +100.9% | +68.7% |
| All | +1,934.1% | +153.4% | +1,780.7% | +791.3% |
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