+81.3%
VSH vs FRSH
-72.5%
+153.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +6.0% | +6.1% |
| 7D | +4.8% | -6.6% | +11.4% | +5.9% |
| 30D | -0.7% | +2.1% | -2.8% | -1.4% |
| 3M | -43.1% | +29.0% | -72.0% | -46.2% |
| 6M | +91.8% | +48.6% | +43.2% | +74.8% |
| YTD | +131.6% | -2.9% | +134.6% | +127.8% |
| 1Y | +118.1% | -7.9% | +126.0% | +116.8% |
| 3Y | +40.9% | -46.5% | +87.4% | +51.0% |
| All | +81.3% | -72.5% | +153.8% | +84.3% |
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 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