+147.3%
VXUS vs FWONK
+340.2%
-192.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -0.5% | -7.7% | +7.3% | +1.5% |
| 3M | +2.6% | +5.7% | -3.1% | +0.8% |
| 6M | +10.9% | +13.5% | -2.6% | +6.8% |
| YTD | +16.1% | -3.0% | +19.1% | +16.3% |
| 1Y | +22.3% | -6.4% | +28.7% | +23.4% |
| 3Y | +72.0% | +43.8% | +28.2% | +52.4% |
| 5Y | +54.1% | +98.6% | -44.4% | +23.6% |
| All | +147.3% | +340.2% | -192.9% | +73.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling