+11.9%
VT vs FWONK
+7.3%
+4.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.5% |
| 7D | +2.9% | +2.7% | +0.1% | +2.7% |
| 30D | -2.5% | +17.7% | -20.2% | -3.7% |
| 3M | -3.3% | +5.6% | -9.0% | -3.5% |
| 6M | +1.5% | +20.7% | -19.1% | -0.4% |
| YTD | +11.4% | +11.1% | +0.3% | +9.9% |
| 1Y | +11.9% | +7.7% | +4.2% | +11.8% |
| All | +11.9% | +7.3% | +4.6% | +11.8% |
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