+3.1%
VCIT vs FRSH
-72.4%
+75.5%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.2% |
| 7D | -0.2% | -9.6% | +9.4% | 0.0% |
| 30D | -0.5% | -0.4% | -0.1% | -0.5% |
| 3M | -0.9% | +27.2% | -28.1% | -1.5% |
| 6M | -1.9% | +42.2% | -44.1% | -2.8% |
| YTD | -1.0% | -2.6% | +1.6% | -1.1% |
| 1Y | +0.2% | -10.2% | +10.4% | +0.3% |
| 3Y | +19.0% | -45.5% | +64.5% | +19.9% |
| All | +3.1% | -72.4% | +75.5% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling