+137.9%
VGT vs FWONK
+97.7%
+40.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.4% | -7.7% | +7.3% | +2.4% |
| 3M | +4.4% | +5.7% | -1.3% | +1.6% |
| 6M | +32.1% | +13.5% | +18.6% | +24.5% |
| YTD | +28.8% | -3.0% | +31.7% | +28.8% |
| 1Y | +35.3% | -6.4% | +41.8% | +37.1% |
| 3Y | +124.8% | +43.8% | +80.9% | +84.1% |
| All | +137.9% | +97.7% | +40.2% | +56.7% |
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 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