+535.3%
VRT vs FRSH
-46.5%
+581.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.6% |
| 7D | -7.7% | -11.2% | +3.5% | -6.8% |
| 30D | -12.0% | -0.8% | -11.1% | -12.1% |
| 3M | -11.7% | +26.4% | -38.1% | -14.7% |
| 6M | -8.1% | +48.4% | -56.5% | -14.3% |
| YTD | +53.2% | -3.1% | +56.3% | +57.7% |
| 1Y | +81.7% | -8.7% | +90.4% | +90.0% |
| All | +535.3% | -46.5% | +581.8% | +690.4% |
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 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