+588.8%
VLO vs FRSH
-72.6%
+661.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +4.0% | -11.2% | +15.1% | +4.8% |
| 30D | +19.0% | -0.8% | +19.8% | +18.9% |
| 3M | +50.0% | +26.4% | +23.6% | +47.1% |
| 6M | +79.1% | +48.4% | +30.8% | +73.4% |
| YTD | +140.3% | -3.1% | +143.4% | +138.9% |
| 1Y | +148.3% | -8.7% | +157.0% | +147.8% |
| 3Y | +194.6% | -45.8% | +240.4% | +199.5% |
| All | +588.8% | -72.6% | +661.4% | +575.1% |
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