+53.8%
VTRS vs FRSH
-72.5%
+126.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -2.2% | -6.6% | +4.4% | -1.3% |
| 30D | +3.3% | +2.1% | +1.2% | +2.8% |
| 3M | +2.0% | +29.0% | -27.0% | -2.0% |
| 6M | +19.9% | +48.6% | -28.7% | +12.3% |
| YTD | +35.7% | -2.9% | +38.7% | +34.7% |
| 1Y | +68.1% | -7.9% | +76.0% | +67.9% |
| 3Y | +87.1% | -46.5% | +133.6% | +95.7% |
| All | +53.8% | -72.5% | +126.3% | +56.9% |
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