+350.4%
FWONA price history and return analytics
+320.0%
+30.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.0% |
| 7D | -3.0% | -2.0% | -1.0% | -1.1% |
| 30D | -6.9% | -1.4% | -5.5% | -5.6% |
| 3M | +6.5% | +4.7% | +1.7% | +1.4% |
| 6M | +11.6% | +11.4% | +0.3% | -0.4% |
| YTD | -2.7% | +13.1% | -15.7% | -14.7% |
| 1Y | -2.9% | +19.0% | -21.9% | -19.4% |
| 3Y | +47.7% | +73.9% | -26.2% | -17.5% |
| 5Y | +100.0% | +65.4% | +34.6% | +17.2% |
| 10Y | +299.6% | +225.4% | +74.1% | +21.1% |
| All | +350.4% | +320.0% | +30.4% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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