-33.5%
VG vs FWONK
+4.4%
-37.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | +9.6% | +0.1% | +9.5% | +9.6% |
| 30D | +15.2% | -7.7% | +22.9% | +16.1% |
| 3M | +24.1% | +5.7% | +18.4% | +23.1% |
| 6M | +27.2% | +13.5% | +13.7% | +21.6% |
| YTD | +132.3% | -3.0% | +135.3% | +145.0% |
| 1Y | +15.7% | -6.4% | +22.1% | +25.5% |
| All | -33.5% | +4.4% | -37.9% | -36.9% |
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 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