-74.9%
FRSH vs VEU
+59.4%
-134.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.5% |
| 7D | -9.6% | +0.3% | -9.9% | -9.9% |
| 30D | -0.4% | +0.7% | -1.1% | -1.4% |
| 3M | +27.2% | +4.7% | +22.5% | +18.1% |
| 6M | +42.2% | +11.6% | +30.6% | +18.0% |
| YTD | -2.6% | +16.8% | -19.4% | -26.0% |
| 1Y | -10.2% | +24.9% | -35.0% | -38.9% |
| 3Y | -45.5% | +75.7% | -121.3% | -79.4% |
| All | -74.9% | +59.4% | -134.3% | -88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling