+1,117.6%
VRT vs FRSH
-72.0%
+1,189.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.9% | +8.6% | +5.1% |
| 7D | +13.6% | -10.1% | +23.7% | +17.0% |
| 30D | +6.8% | +2.2% | +4.6% | +5.4% |
| 3M | -3.2% | +28.6% | -31.8% | -12.5% |
| 6M | +20.3% | +40.2% | -19.9% | +3.8% |
| YTD | +79.6% | -1.2% | +80.8% | +71.5% |
| 1Y | +139.0% | -7.9% | +146.9% | +133.3% |
| 3Y | +644.6% | -44.7% | +689.4% | +747.7% |
| All | +1,117.6% | -72.0% | +1,189.6% | +1,142.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling