+66.5%
FRI price history and return analytics
+221.4%
-154.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -0.5% | +1.0% | -1.6% | -1.4% |
| 30D | -2.8% | -0.2% | -2.6% | -2.7% |
| 3M | +2.2% | +4.5% | -2.3% | -2.1% |
| 6M | +6.6% | +14.1% | -7.4% | -5.8% |
| YTD | +15.4% | +14.8% | +0.7% | +1.2% |
| 1Y | +14.6% | +21.2% | -6.6% | -4.5% |
| 3Y | +39.9% | +76.6% | -36.6% | -18.1% |
| 5Y | +18.7% | +66.6% | -47.9% | -27.1% |
| 10Y | +66.5% | +222.3% | -155.7% | -44.4% |
| All | +66.5% | +221.4% | -154.9% | -44.4% |
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