+3.2%
VCIT vs FWONK
+94.7%
-91.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.1% | -2.1% | +2.1% | +0.2% |
| 30D | -0.8% | -7.7% | +6.9% | -0.5% |
| 3M | -0.5% | +9.3% | -9.8% | -0.9% |
| 6M | -1.4% | +13.3% | -14.7% | -1.9% |
| YTD | -0.8% | -3.6% | +2.8% | -0.8% |
| 1Y | +0.3% | -6.8% | +7.1% | +0.4% |
| 3Y | +19.2% | +43.9% | -24.6% | +16.7% |
| All | +3.2% | +94.7% | -91.5% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling