-58.9%
FKWL vs VT
+12.5%
-71.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.9% |
| 7D | -3.3% | -0.1% | -3.1% | -3.4% |
| 30D | -5.9% | -3.1% | -2.8% | -6.2% |
| 3M | -12.2% | -3.5% | -8.7% | -12.6% |
| 6M | -39.5% | +0.5% | -40.0% | -39.4% |
| YTD | -52.4% | +10.8% | -63.2% | -51.8% |
| 1Y | -58.9% | +11.9% | -70.8% | -58.6% |
| All | -58.9% | +12.5% | -71.4% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling