-71.2%
FKWL vs VOO
+82.8%
-154.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -1.1% |
| 7D | -2.9% | -0.8% | -2.1% | -2.6% |
| 30D | -2.5% | -1.1% | -1.4% | -2.1% |
| 3M | -13.1% | +3.9% | -17.0% | -14.2% |
| 6M | -36.4% | +13.6% | -50.0% | -39.0% |
| YTD | -45.5% | +12.7% | -58.2% | -47.7% |
| 1Y | -40.9% | +17.6% | -58.5% | -44.2% |
| 3Y | -24.6% | +77.3% | -101.9% | -39.0% |
| All | -71.2% | +82.8% | -154.0% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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