-44.6%
VG vs FWONK
+19.1%
-63.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +14.0% | +2.5% | +11.4% | +13.9% |
| 30D | -1.0% | +20.0% | -20.9% | -2.0% |
| 3M | -2.7% | +5.2% | -7.9% | -2.4% |
| 6M | +1.5% | +18.7% | -17.2% | +0.5% |
| YTD | +93.7% | +10.7% | +83.0% | +103.3% |
| 1Y | +68.5% | +8.2% | +60.3% | +79.8% |
| All | -44.6% | +19.1% | -63.7% | -47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling