+30.0%
FKWL vs VOO
+802.4%
-772.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -4.0% | -2.0% | -2.0% | -3.5% |
| 30D | -0.4% | -1.7% | +1.2% | 0.0% |
| 3M | -12.7% | +4.7% | -17.5% | -13.8% |
| 6M | -33.5% | +12.6% | -46.1% | -35.5% |
| YTD | -45.1% | +11.8% | -56.8% | -46.7% |
| 1Y | -40.0% | +17.5% | -57.5% | -42.5% |
| 3Y | -22.0% | +77.0% | -99.0% | -32.7% |
| 5Y | -72.6% | +82.6% | -155.2% | -76.7% |
| 10Y | +1.2% | +320.0% | -318.8% | -32.1% |
| All | +30.0% | +802.4% | -772.3% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling