+70.1%
VT vs FRSH
-36.3%
+106.4%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.6% | +4.9% | +0.7% |
| 7D | -2.3% | -17.7% | +15.4% | -0.5% |
| 30D | -5.0% | -11.0% | +6.0% | -4.0% |
| 3M | -4.9% | +4.5% | -9.4% | -5.6% |
| 6M | -1.5% | +36.2% | -37.8% | -5.5% |
| YTD | +8.5% | -1.1% | +9.6% | +8.2% |
| 1Y | +11.4% | +11.6% | -0.2% | +8.9% |
| 3Y | +70.1% | -33.9% | +104.0% | +73.2% |
| All | +70.1% | -36.3% | +106.4% | +73.2% |
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