+118.1%
VSH vs FWONK
-3.0%
+121.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +6.0% | +6.1% |
| 7D | +4.8% | +0.1% | +4.7% | +4.8% |
| 30D | -0.7% | -7.7% | +7.0% | -1.0% |
| 3M | -43.1% | +5.7% | -48.8% | -44.1% |
| 6M | +91.8% | +13.5% | +78.3% | +85.1% |
| YTD | +131.6% | -3.0% | +134.6% | +127.7% |
| 1Y | +118.1% | -6.4% | +124.5% | +123.9% |
| All | +118.1% | -3.0% | +121.0% | +123.9% |
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 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