+89.6%
VRT vs FRSH
-9.2%
+98.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.7% |
| 7D | -8.4% | -6.6% | -1.8% | -10.7% |
| 30D | -10.9% | +2.1% | -13.0% | -9.7% |
| 3M | -13.7% | +29.0% | -42.6% | -2.9% |
| 6M | -4.1% | +48.6% | -52.8% | +14.8% |
| YTD | +58.7% | -2.9% | +61.7% | +86.1% |
| 1Y | +89.6% | -7.9% | +97.5% | +125.3% |
| All | +89.6% | -9.2% | +98.8% | +125.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling