-2.2%
FRSH vs VEU
+28.8%
-31.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.5% | -5.3% | -4.6% |
| 7D | -8.2% | +1.1% | -9.3% | -7.9% |
| 30D | +10.5% | +2.2% | +8.3% | +11.1% |
| 3M | +32.7% | +3.0% | +29.8% | +34.3% |
| 6M | +50.3% | +10.9% | +39.4% | +52.1% |
| YTD | +3.9% | +18.2% | -14.3% | +0.4% |
| 1Y | -2.2% | +28.3% | -30.4% | -12.6% |
| All | -2.2% | +28.8% | -31.0% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling