-46.5%
FRSH vs VO
+55.8%
-102.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.9% |
| 7D | -6.6% | -1.5% | -5.1% | -4.7% |
| 30D | +2.1% | -3.0% | +5.1% | +6.4% |
| 3M | +29.0% | +2.8% | +26.1% | +24.2% |
| 6M | +48.6% | +10.9% | +37.7% | +27.7% |
| YTD | -2.9% | +12.5% | -15.4% | -18.2% |
| 1Y | -7.9% | +12.0% | -19.9% | -22.0% |
| 3Y | -46.5% | +56.3% | -102.8% | -73.6% |
| All | -46.5% | +55.8% | -102.3% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling