+317.0%
FWONK price history and return analytics
+229.8%
+87.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.7% |
| 7D | +0.1% | -1.1% | +1.2% | +1.2% |
| 30D | -7.7% | -1.0% | -6.8% | -6.9% |
| 3M | +5.7% | +3.2% | +2.6% | +2.0% |
| 6M | +13.5% | +12.5% | +1.0% | -0.4% |
| YTD | -3.0% | +14.1% | -17.0% | -16.3% |
| 1Y | -6.4% | +18.9% | -25.3% | -23.0% |
| 3Y | +43.8% | +74.1% | -30.3% | -23.0% |
| 5Y | +98.6% | +66.9% | +31.7% | +11.2% |
| All | +317.0% | +229.8% | +87.2% | +19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling