+61.5%
VEA vs FRSH
-72.6%
+134.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -2.1% | -11.2% | +9.1% | -0.9% |
| 30D | -1.1% | -0.8% | -0.2% | -1.1% |
| 3M | +5.1% | +26.4% | -21.3% | +2.2% |
| 6M | +9.8% | +48.4% | -38.6% | +4.5% |
| YTD | +15.9% | -3.1% | +19.0% | +15.3% |
| 1Y | +24.6% | -8.7% | +33.2% | +24.5% |
| 3Y | +75.5% | -45.8% | +121.3% | +82.4% |
| All | +61.5% | -72.6% | +134.1% | +60.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling