+67.8%
VTV vs FRSH
-46.4%
+114.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -1.1% | -6.6% | +5.5% | -0.6% |
| 30D | -1.0% | +2.1% | -3.1% | -1.3% |
| 3M | +4.6% | +29.0% | -24.3% | +2.3% |
| 6M | +13.5% | +48.6% | -35.1% | +9.2% |
| YTD | +18.5% | -2.9% | +21.4% | +18.6% |
| 1Y | +22.9% | -7.9% | +30.8% | +23.5% |
| 3Y | +67.8% | -46.5% | +114.4% | +72.9% |
| All | +67.8% | -46.4% | +114.2% | +72.9% |
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 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