+11.9%
VT vs FRSH
+8.4%
+3.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -0.7% |
| 7D | +2.9% | -0.2% | +3.1% | +2.9% |
| 30D | -2.5% | -8.8% | +6.3% | -2.4% |
| 3M | -3.3% | +8.8% | -12.1% | -3.4% |
| 6M | +1.5% | +49.1% | -47.5% | +1.1% |
| YTD | +11.4% | +3.4% | +7.9% | +12.6% |
| 1Y | +11.9% | +8.8% | +3.1% | +12.0% |
| All | +11.9% | +8.4% | +3.5% | +12.0% |
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