+48.2%
FRST price history and return analytics
+221.8%
-173.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | +0.8% | +2.4% | -1.5% | -1.6% |
| 30D | -3.6% | -1.5% | -2.1% | -2.3% |
| 3M | -11.8% | -4.1% | -7.7% | -8.2% |
| 6M | +5.9% | +0.6% | +5.3% | +4.4% |
| YTD | +7.8% | +11.0% | -3.2% | -4.6% |
| 1Y | +36.1% | +13.3% | +22.8% | +17.7% |
| 3Y | +67.0% | +73.4% | -6.4% | -7.4% |
| 5Y | +8.2% | +57.4% | -49.3% | -34.0% |
| All | +48.2% | +221.8% | -173.6% | -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