+49.1%
FRST price history and return analytics
+217.6%
-168.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.9% |
| 7D | +0.1% | -0.1% | +0.3% | +0.2% |
| 30D | -2.7% | -3.1% | +0.4% | +0.3% |
| 3M | -8.1% | -3.5% | -4.6% | -4.9% |
| 6M | +3.3% | +0.5% | +2.8% | +2.0% |
| YTD | +8.9% | +10.8% | -1.9% | -3.4% |
| 1Y | +40.0% | +11.9% | +28.1% | +22.6% |
| 3Y | +68.7% | +73.0% | -4.2% | -6.2% |
| 5Y | +9.8% | +58.6% | -48.9% | -33.6% |
| 10Y | +49.1% | +219.2% | -170.1% | -55.8% |
| All | +49.1% | +217.6% | -168.6% | -55.8% |
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