+48.5%
FRST price history and return analytics
+224.4%
-175.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -1.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.0% |
| 30D | -3.4% | -1.7% | -1.6% | -1.8% |
| 3M | -9.2% | -2.3% | -6.9% | -7.2% |
| 6M | +5.6% | +1.5% | +4.1% | +3.2% |
| YTD | +8.8% | +12.0% | -3.2% | -4.6% |
| 1Y | +38.1% | +12.9% | +25.2% | +19.9% |
| 3Y | +68.6% | +74.9% | -6.3% | -7.4% |
| 5Y | +10.0% | +59.9% | -50.0% | -34.0% |
| 10Y | +48.5% | +224.6% | -176.1% | -56.8% |
| All | +48.5% | +224.4% | -175.8% | -56.8% |
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