-35.7%
VG vs FWONK
+5.7%
-41.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.6% |
| 7D | +3.8% | -0.6% | +4.4% | +3.9% |
| 30D | +7.2% | -5.8% | +13.0% | +7.9% |
| 3M | +22.8% | +10.0% | +12.8% | +21.2% |
| 6M | +33.2% | +14.7% | +18.5% | +27.1% |
| YTD | +124.8% | -1.7% | +126.5% | +136.8% |
| 1Y | +15.8% | -4.6% | +20.4% | +24.5% |
| All | -35.7% | +5.7% | -41.4% | -39.0% |
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