+27.9%
VZ vs FRSH
-72.0%
+99.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.5% | +0.6% |
| 7D | +0.2% | -10.1% | +10.3% | +0.3% |
| 30D | +7.1% | +2.2% | +4.9% | +7.1% |
| 3M | +12.8% | +28.6% | -15.8% | +12.8% |
| 6M | +1.8% | +40.2% | -38.4% | +1.8% |
| YTD | +30.0% | -1.2% | +31.2% | +30.2% |
| 1Y | +24.3% | -7.9% | +32.2% | +24.6% |
| 3Y | +84.3% | -44.7% | +129.0% | +85.8% |
| All | +27.9% | -72.0% | +99.9% | +26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling