+274.7%
FWONK vs VT
+221.8%
+52.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | +2.5% | +2.4% | +0.2% | +0.2% |
| 30D | +20.0% | -1.5% | +21.5% | +21.2% |
| 3M | +5.2% | -4.1% | +9.3% | +9.1% |
| 6M | +18.7% | +0.6% | +18.1% | +16.6% |
| YTD | +10.7% | +11.0% | -0.3% | -2.6% |
| 1Y | +8.2% | +13.3% | -5.1% | -6.9% |
| 3Y | +64.6% | +73.4% | -8.8% | -13.0% |
| 5Y | +92.5% | +57.4% | +35.1% | +13.8% |
| All | +274.7% | +221.8% | +52.9% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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