+80.1%
VZ vs FWONK
+44.4%
+35.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.5% |
| 7D | -1.2% | -1.5% | +0.3% | -1.2% |
| 30D | +5.7% | -6.8% | +12.5% | +5.8% |
| 3M | +8.2% | +7.7% | +0.5% | +8.3% |
| 6M | +1.7% | +11.0% | -9.2% | +1.7% |
| YTD | +28.9% | -3.1% | +32.0% | +29.0% |
| 1Y | +22.7% | -3.5% | +26.2% | +22.8% |
| All | +80.1% | +44.4% | +35.7% | +73.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling