+64.6%
FWONK vs VLTO
+70.6%
-6.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | +2.5% | +1.0% | +1.6% | +2.3% |
| 30D | +20.0% | +17.5% | +2.5% | +14.9% |
| 3M | +5.2% | +21.4% | -16.2% | -0.2% |
| 6M | +18.7% | +38.1% | -19.4% | +9.0% |
| YTD | +10.7% | +19.0% | -8.3% | +5.3% |
| 1Y | +8.2% | +20.7% | -12.4% | +2.4% |
| 3Y | +64.6% | +64.3% | +0.3% | +45.8% |
| All | +64.6% | +70.6% | -6.0% | +45.8% |
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