+42.2%
FRSH vs VEU
+14.3%
+27.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.7% |
| 7D | -9.6% | +0.3% | -9.9% | -9.4% |
| 30D | -0.4% | +0.7% | -1.1% | -0.1% |
| 3M | +27.2% | +4.7% | +22.5% | +29.2% |
| 6M | +42.2% | +11.6% | +30.6% | +45.1% |
| All | +42.2% | +14.3% | +27.9% | +45.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling