+120.6%
VLO vs FWONK
+0.2%
+120.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.5% | -9.3% | -5.0% |
| 7D | -6.0% | +8.9% | -14.8% | -4.4% |
| 30D | -12.9% | +4.1% | -17.0% | -12.1% |
| 3M | +18.3% | +2.6% | +15.7% | +19.0% |
| 6M | +46.4% | +12.2% | +34.2% | +51.3% |
| YTD | +127.7% | +0.4% | +127.3% | +138.4% |
| 1Y | +120.6% | -1.8% | +122.4% | +140.7% |
| All | +120.6% | +0.2% | +120.5% | +140.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling