+226.9%
VT vs FWONK
+338.4%
-111.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.6% |
| 7D | -0.7% | +12.4% | -13.1% | -3.8% |
| 30D | -1.7% | +18.5% | -20.3% | -6.2% |
| 3M | -2.3% | +8.6% | -10.9% | -4.7% |
| 6M | +1.5% | +19.8% | -18.3% | -3.8% |
| YTD | +12.0% | +12.9% | -0.8% | +7.6% |
| 1Y | +12.9% | +9.0% | +3.9% | +9.3% |
| 3Y | +74.9% | +63.8% | +11.1% | +49.7% |
| 5Y | +59.9% | +95.1% | -35.2% | +28.6% |
| 10Y | +224.6% | +292.8% | -68.2% | +108.2% |
| All | +226.9% | +338.4% | -111.5% | +90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling