+317.0%
FWONK vs VO
+200.3%
+116.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.6% |
| 7D | +0.1% | -1.5% | +1.6% | +1.5% |
| 30D | -7.7% | -3.0% | -4.7% | -5.0% |
| 3M | +5.7% | +2.8% | +2.9% | +2.8% |
| 6M | +13.5% | +10.9% | +2.5% | +2.4% |
| YTD | -3.0% | +12.5% | -15.4% | -13.9% |
| 1Y | -6.4% | +12.0% | -18.4% | -16.8% |
| 3Y | +43.8% | +56.3% | -12.4% | -9.4% |
| 5Y | +98.6% | +42.9% | +55.6% | +35.0% |
| All | +317.0% | +200.3% | +116.7% | +34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling