+212.3%
FRT price history and return analytics
+355.4%
-143.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.4% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +7.2% | -3.1% | +10.2% | +10.2% |
| 3M | -1.8% | -3.5% | +1.7% | +1.3% |
| 6M | +0.3% | +0.5% | -0.1% | -1.2% |
| YTD | +17.7% | +10.8% | +6.9% | +4.7% |
| 1Y | +22.6% | +11.9% | +10.7% | +7.8% |
| 3Y | +39.6% | +73.0% | -33.3% | -21.3% |
| 5Y | +10.0% | +58.6% | -48.6% | -32.5% |
| 10Y | +22.6% | +219.2% | -196.6% | -62.3% |
| All | +212.3% | +355.4% | -143.2% | -31.1% |
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 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