+25.8%
VZ vs FWONK
+98.5%
-72.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.3% | -1.4% |
| 7D | -1.0% | -0.6% | -0.3% | -0.9% |
| 30D | +5.8% | -5.8% | +11.5% | +6.1% |
| 3M | +10.5% | +10.0% | +0.5% | +9.8% |
| 6M | +1.8% | +14.7% | -12.9% | +0.8% |
| YTD | +28.3% | -1.7% | +30.0% | +28.3% |
| 1Y | +22.0% | -4.6% | +26.6% | +22.2% |
| 3Y | +81.8% | +46.7% | +35.2% | +73.0% |
| All | +25.8% | +98.5% | -72.7% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling