+977.6%
VRT vs FWONK
+97.7%
+879.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -8.4% | +0.1% | -8.5% | -8.5% |
| 30D | -10.9% | -7.7% | -3.1% | -7.5% |
| 3M | -13.7% | +5.7% | -19.4% | -17.8% |
| 6M | -4.1% | +13.5% | -17.6% | -13.1% |
| YTD | +58.7% | -3.0% | +61.7% | +57.2% |
| 1Y | +89.6% | -6.4% | +96.0% | +90.8% |
| 3Y | +558.1% | +43.8% | +514.3% | +380.8% |
| All | +977.6% | +97.7% | +879.9% | +489.4% |
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 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