-39.3%
VG vs FWONK
+4.3%
-43.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | +1.7% | -6.2% | +7.9% | +2.3% |
| 30D | +16.0% | -0.6% | +16.6% | +16.0% |
| 3M | +9.7% | +11.1% | -1.4% | +8.1% |
| 6M | +29.6% | +11.7% | +17.8% | +24.6% |
| YTD | +112.0% | -3.1% | +115.1% | +123.6% |
| 1Y | +12.8% | -4.2% | +17.0% | +19.5% |
| All | -39.3% | +4.3% | -43.6% | -42.4% |
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 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