+84.5%
VTR vs FWONK
+97.7%
-13.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +1.1% | -7.7% | +8.8% | +2.8% |
| 3M | +7.9% | +5.7% | +2.2% | +6.5% |
| 6M | +6.2% | +13.5% | -7.3% | +3.0% |
| YTD | +17.7% | -3.0% | +20.7% | +18.0% |
| 1Y | +32.9% | -6.4% | +39.3% | +34.1% |
| 3Y | +129.7% | +43.8% | +85.9% | +102.2% |
| All | +84.5% | +97.7% | -13.2% | +44.9% |
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