+4.3%
FRTY price history and return analytics
+74.7%
-70.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | 0.0% |
| 7D | -7.7% | -2.3% | -5.3% | -4.8% |
| 30D | -13.3% | -5.0% | -8.3% | -7.1% |
| 3M | -11.7% | -4.9% | -6.9% | -5.5% |
| 6M | -10.4% | -1.5% | -8.8% | -7.9% |
| YTD | -4.2% | +8.5% | -12.6% | -12.8% |
| 1Y | -6.2% | +11.4% | -17.6% | -17.4% |
| 3Y | +69.1% | +70.1% | -1.0% | -11.2% |
| 5Y | -14.8% | +53.7% | -68.5% | -47.3% |
| All | +4.3% | +74.7% | -70.4% | -46.8% |
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