+41.7%
FWONK vs VLTO
+25.1%
+16.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.8% | +2.2% |
| 7D | -0.6% | -2.6% | +1.9% | +0.1% |
| 30D | -5.8% | -2.5% | -3.3% | -5.1% |
| 3M | +10.0% | +10.1% | -0.1% | +7.4% |
| 6M | +14.7% | +1.0% | +13.7% | +14.2% |
| YTD | -1.7% | -4.8% | +3.1% | -0.8% |
| 1Y | -4.6% | -9.3% | +4.7% | -2.4% |
| All | +41.7% | +25.1% | +16.6% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling