+7.4%
FRTY price history and return analytics
+78.4%
-71.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.7% |
| 7D | -4.4% | -0.1% | -4.2% | -4.2% |
| 30D | -11.4% | -3.1% | -8.4% | -7.5% |
| 3M | -10.7% | -3.5% | -7.2% | -6.2% |
| 6M | -5.0% | +0.5% | -5.5% | -4.9% |
| YTD | -1.3% | +10.8% | -12.0% | -12.6% |
| 1Y | -5.5% | +11.9% | -17.4% | -17.3% |
| 3Y | +72.3% | +73.0% | -0.6% | -11.4% |
| 5Y | -8.7% | +58.6% | -67.3% | -45.7% |
| All | +7.4% | +78.4% | -71.0% | -46.6% |
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 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