+40.9%
VSH vs FWONK
+44.6%
-3.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +6.0% | +6.1% |
| 7D | +4.8% | +0.1% | +4.7% | +4.7% |
| 30D | -0.7% | -7.7% | +7.0% | +1.5% |
| 3M | -43.1% | +5.7% | -48.8% | -44.8% |
| 6M | +91.8% | +13.5% | +78.3% | +80.5% |
| YTD | +131.6% | -3.0% | +134.6% | +131.1% |
| 1Y | +118.1% | -6.4% | +124.5% | +120.9% |
| 3Y | +40.9% | +43.8% | -2.9% | +20.2% |
| All | +40.9% | +44.6% | -3.7% | +20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling