+1.5%
VSAT vs FWONK
+340.2%
-338.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.5% |
| 30D | -14.8% | -7.7% | -7.1% | -11.9% |
| 3M | +2.2% | +5.7% | -3.5% | -0.9% |
| 6M | +60.2% | +13.5% | +46.7% | +51.0% |
| YTD | +115.6% | -3.0% | +118.6% | +116.3% |
| 1Y | +132.9% | -6.4% | +139.3% | +136.9% |
| 3Y | +216.1% | +43.8% | +172.2% | +161.5% |
| 5Y | +52.9% | +98.6% | -45.6% | +7.8% |
| All | +1.5% | +340.2% | -338.7% | -44.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling