+43.9%
FWONK vs VT
+76.6%
-32.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | -2.1% | +1.0% | -3.1% | -2.6% |
| 30D | -7.7% | -0.2% | -7.4% | -7.6% |
| 3M | +9.3% | +4.5% | +4.8% | +6.2% |
| 6M | +13.3% | +14.1% | -0.7% | +3.8% |
| YTD | -3.6% | +14.8% | -18.4% | -12.3% |
| 1Y | -6.8% | +21.2% | -28.0% | -18.5% |
| 3Y | +43.9% | +76.6% | -32.7% | -4.5% |
| All | +43.9% | +76.6% | -32.7% | -4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling