+182.9%
FRST price history and return analytics
+346.0%
-163.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | -1.0% | -2.3% | +1.3% | +0.1% |
| 30D | -4.4% | -5.0% | +0.6% | -2.0% |
| 3M | -9.9% | -4.9% | -5.1% | -7.7% |
| 6M | +0.3% | -1.5% | +1.8% | +0.8% |
| YTD | +7.0% | +8.5% | -1.5% | +2.3% |
| 1Y | +39.4% | +11.4% | +28.1% | +31.6% |
| 3Y | +65.1% | +70.1% | -5.0% | +28.1% |
| 5Y | +8.0% | +53.7% | -45.8% | -12.6% |
| 10Y | +51.3% | +220.0% | -168.7% | -2.6% |
| All | +182.9% | +346.0% | -163.1% | +98.6% |
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