+21.4%
FRSH vs VICR
+76.0%
-54.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -11.1% | +4.8% | -6.8% |
| 7D | -13.8% | -26.6% | +12.8% | -15.3% |
| 30D | +0.3% | -47.9% | +48.3% | -3.4% |
| 3M | +10.1% | -29.8% | +39.9% | +9.0% |
| 6M | +47.7% | -36.6% | +84.3% | +45.5% |
| YTD | +8.2% | +45.1% | -36.9% | +4.3% |
| 1Y | +21.4% | +80.0% | -58.6% | +13.8% |
| All | +21.4% | +76.0% | -54.5% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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