+181.0%
FRST price history and return analytics
+346.0%
-165.0%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -1.7% | -2.3% | +0.6% | -0.5% |
| 30D | -5.0% | -5.0% | -0.1% | -2.6% |
| 3M | -10.6% | -4.9% | -5.7% | -8.3% |
| 6M | -0.4% | -1.5% | +1.1% | +0.2% |
| YTD | +6.2% | +8.5% | -2.3% | +1.6% |
| 1Y | +38.5% | +11.4% | +27.1% | +30.7% |
| 3Y | +64.0% | +70.1% | -6.1% | +27.2% |
| 5Y | +7.2% | +53.7% | -46.5% | -13.2% |
| 10Y | +50.3% | +220.0% | -169.7% | -3.2% |
| All | +181.0% | +346.0% | -165.0% | +97.2% |
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