+6.4%
FRTY price history and return analytics
+78.8%
-72.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -0.9% |
| 7D | +2.0% | +2.4% | -0.4% | -1.0% |
| 30D | -7.9% | -1.5% | -6.4% | -5.8% |
| 3M | -12.8% | -4.1% | -8.7% | -7.6% |
| 6M | -7.6% | +0.6% | -8.1% | -7.5% |
| YTD | -2.2% | +11.0% | -13.3% | -13.7% |
| 1Y | +1.4% | +13.3% | -11.9% | -12.7% |
| 3Y | +69.6% | +73.4% | -3.8% | -13.1% |
| 5Y | -11.8% | +57.4% | -69.2% | -47.1% |
| All | +6.4% | +78.8% | -72.5% | -47.3% |
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