+4.1%
VCIT vs FWONK
+92.1%
-88.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.2% |
| 3M | -2.2% | +5.2% | -7.4% | -2.5% |
| 6M | -2.3% | +18.7% | -21.0% | -3.0% |
| YTD | -2.2% | +10.7% | -12.9% | -2.7% |
| 1Y | -1.4% | +8.2% | -9.6% | -1.8% |
| 3Y | +18.7% | +64.6% | -45.8% | +15.6% |
| All | +4.1% | +92.1% | -88.0% | +0.4% |
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