+125.8%
VXUS vs FWONK
+276.3%
-150.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.0% |
| 7D | -1.9% | -1.5% | -0.4% | -1.6% |
| 30D | -0.7% | -6.8% | +6.0% | +0.9% |
| 3M | +4.9% | +7.7% | -2.8% | +2.8% |
| 6M | +9.7% | +11.0% | -1.3% | +6.4% |
| YTD | +15.0% | -3.1% | +18.1% | +15.2% |
| 1Y | +22.4% | -3.5% | +25.9% | +22.5% |
| 3Y | +72.2% | +44.6% | +27.6% | +53.3% |
| 5Y | +52.6% | +98.3% | -45.6% | +24.0% |
| 10Y | +146.9% | +339.3% | -192.4% | +60.5% |
| All | +125.8% | +276.3% | -150.5% | +40.1% |
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