-4.2%
FWONK vs VO
+15.8%
-20.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -0.6% | -0.3% | -0.2% | -0.5% |
| 3M | +11.1% | +2.9% | +8.1% | +9.9% |
| 6M | +11.7% | +9.3% | +2.4% | +6.6% |
| YTD | -3.1% | +14.2% | -17.2% | -8.7% |
| 1Y | -4.2% | +15.3% | -19.4% | -11.0% |
| All | -4.2% | +15.8% | -20.0% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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