+140.0%
VGT vs FRSH
-72.5%
+212.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -0.2% | -6.6% | +6.4% | +1.3% |
| 30D | -0.4% | +2.1% | -2.5% | -1.1% |
| 3M | +4.4% | +29.0% | -24.5% | -2.1% |
| 6M | +32.1% | +48.6% | -16.6% | +19.2% |
| YTD | +28.8% | -2.9% | +31.7% | +26.9% |
| 1Y | +35.3% | -7.9% | +43.2% | +34.7% |
| 3Y | +124.8% | -46.5% | +171.3% | +144.1% |
| All | +140.0% | -72.5% | +212.5% | +148.4% |
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 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