+63.4%
VSH vs FWONK
+0.2%
+63.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.5% | -8.6% | -4.6% |
| 7D | -13.6% | +8.9% | -22.5% | -12.7% |
| 30D | -30.4% | +4.1% | -34.5% | -30.0% |
| 3M | -33.3% | +2.6% | -35.9% | -32.9% |
| 6M | -15.1% | +12.2% | -27.3% | -15.9% |
| YTD | +80.2% | +0.4% | +79.8% | +71.6% |
| 1Y | +63.4% | -1.8% | +65.2% | +57.2% |
| All | +63.4% | +0.2% | +63.2% | +57.2% |
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