+18.7%
VCIT vs FWONK
+60.8%
-42.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | -1.4% | +2.5% | -4.0% | -1.5% |
| 30D | +0.6% | +20.0% | -19.4% | +0.1% |
| 3M | -2.2% | +5.2% | -7.4% | -2.4% |
| 6M | -2.3% | +18.7% | -21.0% | -2.8% |
| YTD | -2.2% | +10.7% | -12.9% | -2.6% |
| 1Y | -1.4% | +8.2% | -9.6% | -1.7% |
| 3Y | +18.7% | +64.6% | -45.8% | +16.8% |
| All | +18.7% | +60.8% | -42.0% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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