+317.0%
FWONK vs VEU
+155.0%
+162.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | -0.8% |
| 7D | +0.1% | -1.4% | +1.5% | +1.4% |
| 30D | -7.7% | -0.4% | -7.3% | -7.5% |
| 3M | +5.7% | +2.5% | +3.2% | +2.6% |
| 6M | +13.5% | +11.1% | +2.3% | +1.0% |
| YTD | -3.0% | +16.5% | -19.5% | -18.0% |
| 1Y | -6.4% | +22.9% | -29.3% | -25.3% |
| 3Y | +43.8% | +73.4% | -29.6% | -21.3% |
| 5Y | +98.6% | +56.1% | +42.5% | +22.0% |
| All | +317.0% | +155.0% | +162.0% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling