+19.3%
VMC vs FRSH
-46.4%
+65.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -3.8% | -6.6% | +2.8% | -3.0% |
| 30D | -9.7% | +2.1% | -11.8% | -10.0% |
| 3M | -9.6% | +29.0% | -38.6% | -12.5% |
| 6M | -4.8% | +48.6% | -53.5% | -10.0% |
| YTD | -10.9% | -2.9% | -7.9% | -10.8% |
| 1Y | -15.6% | -7.9% | -7.7% | -15.0% |
| 3Y | +19.3% | -46.5% | +65.8% | +30.7% |
| All | +19.3% | -46.4% | +65.7% | +30.7% |
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