+608.4%
VST vs FWONK
+92.1%
+516.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | +6.6% | +2.5% | +4.0% | +5.9% |
| 30D | -12.4% | +20.0% | -32.3% | -17.0% |
| 3M | -9.0% | +5.2% | -14.2% | -10.5% |
| 6M | -6.4% | +18.7% | -25.2% | -11.7% |
| YTD | -17.2% | +10.7% | -27.9% | -20.3% |
| 1Y | -22.0% | +8.2% | -30.3% | -24.4% |
| 3Y | +296.7% | +64.6% | +232.1% | +236.7% |
| All | +608.4% | +92.1% | +516.3% | +447.7% |
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