-2.2%
FRSH vs VIG
+16.9%
-19.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.3% | -4.4% |
| 7D | -8.2% | -0.4% | -7.7% | -7.9% |
| 30D | +10.5% | -1.0% | +11.5% | +11.2% |
| 3M | +32.7% | +2.8% | +30.0% | +30.5% |
| 6M | +50.3% | +8.2% | +42.1% | +43.5% |
| YTD | +3.9% | +11.0% | -7.1% | -2.5% |
| 1Y | -2.2% | +16.1% | -18.3% | -10.3% |
| All | -2.2% | +16.9% | -19.0% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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