+43.8%
FWONK vs VO
+55.8%
-12.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.3% |
| 7D | +0.1% | -1.5% | +1.6% | +1.0% |
| 30D | -7.7% | -3.0% | -4.7% | -6.1% |
| 3M | +5.7% | +2.8% | +2.9% | +3.9% |
| 6M | +13.5% | +10.9% | +2.5% | +6.2% |
| YTD | -3.0% | +12.5% | -15.4% | -10.2% |
| 1Y | -6.4% | +12.0% | -18.4% | -13.2% |
| 3Y | +43.8% | +56.3% | -12.4% | +10.7% |
| All | +43.8% | +55.8% | -12.0% | +10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling