+777.0%
VST vs FWONK
+98.5%
+678.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.4% | -1.0% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | +5.8% | -5.8% | +11.5% | +7.5% |
| 3M | +3.5% | +10.0% | -6.5% | -0.1% |
| 6M | -7.4% | +14.7% | -22.1% | -12.1% |
| YTD | -6.1% | -1.7% | -4.3% | -6.4% |
| 1Y | -21.6% | -4.6% | -17.0% | -21.4% |
| 3Y | +357.2% | +46.7% | +310.5% | +299.2% |
| 5Y | +777.0% | +99.4% | +677.6% | +572.3% |
| All | +777.0% | +98.5% | +678.5% | +572.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling