-38.0%
VG vs FRSH
-33.3%
-4.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.9% | +7.1% | +3.6% |
| 7D | -2.5% | -10.1% | +7.6% | +0.5% |
| 30D | +11.1% | +2.2% | +8.9% | +9.7% |
| 3M | +14.9% | +28.6% | -13.7% | +3.9% |
| 6M | +18.4% | +40.2% | -21.9% | +2.2% |
| YTD | +116.6% | -1.2% | +117.8% | +118.3% |
| 1Y | +9.4% | -7.9% | +17.3% | +14.5% |
| All | -38.0% | -33.3% | -4.7% | -18.1% |
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 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