+979.8%
VEEV vs FWONK
+276.9%
+702.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | +8.6% | -7.7% | +16.4% | +11.4% |
| 3M | +62.4% | +5.7% | +56.7% | +59.5% |
| 6M | +40.3% | +13.5% | +26.8% | +34.4% |
| YTD | +17.5% | -3.0% | +20.5% | +18.0% |
| 1Y | -6.1% | -6.4% | +0.3% | -4.8% |
| 3Y | +16.7% | +43.8% | -27.2% | +0.5% |
| 5Y | -13.3% | +98.6% | -111.9% | -32.7% |
| 10Y | +550.5% | +340.0% | +210.5% | +274.7% |
| All | +979.8% | +276.9% | +702.9% | +481.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling