+13.5%
VT vs FRSH
+29.2%
-15.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | 0.0% |
| 7D | -1.6% | -5.0% | +3.4% | -1.5% |
| 30D | -2.5% | +10.7% | -13.2% | -2.6% |
| 3M | -1.3% | +20.2% | -21.5% | -1.5% |
| 6M | +3.1% | +61.7% | -58.6% | +2.5% |
| YTD | +10.9% | +15.5% | -4.6% | +12.3% |
| All | +13.5% | +29.2% | -15.7% | +12.1% |
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