+48.6%
FRST price history and return analytics
+222.7%
-174.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | +0.5% | +2.9% | -2.3% | -2.4% |
| 30D | -4.1% | -2.5% | -1.6% | -1.8% |
| 3M | -11.1% | -3.3% | -7.8% | -8.3% |
| 6M | +6.5% | +1.5% | +5.0% | +4.0% |
| YTD | +8.1% | +11.4% | -3.2% | -4.6% |
| 1Y | +39.4% | +11.9% | +27.5% | +22.1% |
| 3Y | +67.6% | +73.9% | -6.3% | -7.4% |
| 5Y | +8.5% | +57.9% | -49.4% | -34.0% |
| All | +48.6% | +222.7% | -174.1% | -56.1% |
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