+273.0%
VTV vs FWONK
+276.9%
-3.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | -1.0% | -7.7% | +6.7% | +0.9% |
| 3M | +4.6% | +5.7% | -1.1% | +3.0% |
| 6M | +13.5% | +13.5% | 0.0% | +9.5% |
| YTD | +18.5% | -3.0% | +21.5% | +18.6% |
| 1Y | +22.9% | -6.4% | +29.3% | +23.9% |
| 3Y | +67.8% | +43.8% | +24.0% | +49.7% |
| 5Y | +81.8% | +98.6% | -16.7% | +47.0% |
| 10Y | +233.0% | +340.0% | -107.0% | +115.4% |
| All | +273.0% | +276.9% | -3.9% | +131.0% |
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