+15.6%
FRTY price history and return analytics
+84.8%
-69.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.7% |
| 7D | +0.5% | +1.0% | -0.6% | -0.9% |
| 30D | -3.5% | -0.2% | -3.3% | -3.2% |
| 3M | -1.3% | +4.5% | -5.9% | -6.6% |
| 6M | +13.6% | +14.1% | -0.5% | -3.6% |
| YTD | +6.2% | +14.8% | -8.5% | -10.4% |
| 1Y | +7.2% | +21.2% | -14.0% | -15.3% |
| 3Y | +75.6% | +76.6% | -1.0% | -12.4% |
| 5Y | +1.7% | +66.6% | -64.9% | -43.4% |
| All | +15.6% | +84.8% | -69.2% | -45.3% |
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