+20.9%
VZ vs FWONK
-3.1%
+24.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.4% |
| 7D | -1.2% | -1.5% | +0.3% | -1.2% |
| 30D | +5.7% | -6.8% | +12.5% | +5.6% |
| 3M | +8.2% | +7.7% | +0.5% | +8.9% |
| 6M | +1.7% | +11.0% | -9.2% | +2.5% |
| YTD | +28.9% | -3.1% | +32.0% | +28.1% |
| All | +20.9% | -3.1% | +24.1% | +19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling