+75.4%
VEA vs FRSH
-46.4%
+121.8%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -1.5% | -6.6% | +5.1% | -1.0% |
| 30D | -0.8% | +2.1% | -2.9% | -1.1% |
| 3M | +2.5% | +29.0% | -26.5% | +0.2% |
| 6M | +11.1% | +48.6% | -37.5% | +6.9% |
| YTD | +17.2% | -2.9% | +20.1% | +17.6% |
| 1Y | +24.5% | -7.9% | +32.4% | +25.5% |
| 3Y | +75.4% | -46.5% | +121.9% | +84.4% |
| All | +75.4% | -46.4% | +121.8% | +84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling