+58.2%
VZ vs FRSH
-30.5%
+88.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +0.7% |
| 7D | +0.9% | -8.9% | +9.8% | +0.7% |
| 30D | +8.9% | -13.2% | +22.1% | +8.5% |
| 3M | +0.1% | +0.9% | -0.8% | +0.1% |
| 6M | +1.9% | +40.3% | -38.4% | +3.4% |
| YTD | +22.0% | -1.4% | +23.4% | +22.7% |
| 1Y | +22.1% | +3.8% | +18.3% | +23.0% |
| All | +58.2% | -30.5% | +88.7% | +59.3% |
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