+66.6%
VT vs FWONK
+92.3%
-25.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | +1.0% | -2.1% | +3.1% | +1.6% |
| 30D | -0.2% | -7.7% | +7.4% | +1.9% |
| 3M | +4.5% | +9.3% | -4.8% | +1.6% |
| 6M | +14.1% | +13.3% | +0.7% | +9.5% |
| YTD | +14.8% | -3.6% | +18.4% | +15.2% |
| 1Y | +21.2% | -6.8% | +28.0% | +22.6% |
| 3Y | +76.6% | +43.9% | +32.7% | +53.3% |
| 5Y | +66.6% | +94.4% | -27.8% | +25.6% |
| All | +66.6% | +92.3% | -25.7% | +25.6% |
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