+143.6%
VLO vs FWONK
-4.6%
+148.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | -0.2% |
| 7D | +5.2% | -6.2% | +11.4% | +4.3% |
| 30D | +22.6% | -0.6% | +23.2% | +22.5% |
| 3M | +43.8% | +11.1% | +32.7% | +46.4% |
| 6M | +65.7% | +11.7% | +54.0% | +68.7% |
| YTD | +131.1% | -3.1% | +134.2% | +140.0% |
| 1Y | +143.6% | -4.2% | +147.8% | +157.1% |
| All | +143.6% | -4.6% | +148.2% | +157.1% |
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