+112.0%
VSH vs FWONK
-4.6%
+116.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.5% | +5.9% | +4.4% |
| 7D | +4.1% | -6.2% | +10.2% | +3.8% |
| 30D | -4.2% | -0.6% | -3.6% | -4.2% |
| 3M | -50.0% | +11.1% | -61.1% | -51.4% |
| 6M | +80.2% | +11.7% | +68.5% | +73.9% |
| YTD | +121.1% | -3.1% | +124.1% | +118.0% |
| 1Y | +112.0% | -4.2% | +116.2% | +114.6% |
| All | +112.0% | -4.6% | +116.6% | +114.6% |
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