+238.3%
FRI price history and return analytics
+345.0%
-106.7%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +2.2% |
| 7D | +2.3% | -4.2% | +6.4% | +6.3% |
| 30D | +5.4% | -5.8% | +11.2% | +11.3% |
| 3M | -3.0% | -5.2% | +2.2% | +1.7% |
| 6M | +2.7% | +0.1% | +2.6% | +1.6% |
| YTD | +16.0% | +8.2% | +7.7% | +6.2% |
| 1Y | +15.7% | +10.1% | +5.5% | +4.1% |
| 3Y | +47.3% | +69.7% | -22.4% | -13.1% |
| 5Y | +16.5% | +53.4% | -36.9% | -24.6% |
| 10Y | +89.2% | +219.2% | -130.0% | -40.5% |
| All | +238.3% | +345.0% | -106.7% | -24.9% |
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