-74.9%
FRSH vs VCLT
-16.7%
-58.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.2% |
| 7D | -9.6% | 0.0% | -9.6% | -9.6% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | +27.2% | -2.9% | +30.1% | +30.4% |
| 6M | +42.2% | -4.0% | +46.1% | +47.3% |
| YTD | -2.6% | -2.2% | -0.4% | -0.8% |
| 1Y | -10.2% | -2.6% | -7.6% | -8.3% |
| 3Y | -45.5% | +12.3% | -57.8% | -51.1% |
| All | -74.9% | -16.7% | -58.2% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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