+13.0%
FWONA vs VT
+11.9%
+1.1%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +4.8% | +2.9% | +1.9% | +4.4% |
| 30D | +22.7% | -2.5% | +25.2% | +23.2% |
| 3M | +10.4% | -3.3% | +13.8% | +11.2% |
| 6M | +25.9% | +1.5% | +24.4% | +24.4% |
| YTD | +16.9% | +11.4% | +5.6% | +10.1% |
| 1Y | +13.0% | +11.9% | +1.1% | +6.1% |
| All | +13.0% | +11.9% | +1.1% | +6.1% |
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