+7.7%
FNWD vs VT
+60.6%
-52.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +2.0% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | +6.6% | -1.4% | +8.0% | +6.9% |
| 3M | -0.7% | -1.4% | +0.7% | -0.5% |
| 6M | +48.1% | +5.5% | +42.7% | +46.5% |
| YTD | +28.1% | +12.8% | +15.3% | +25.1% |
| 1Y | +33.4% | +15.4% | +18.0% | +29.7% |
| 3Y | +144.0% | +76.9% | +67.2% | +123.4% |
| 5Y | +7.7% | +60.4% | -52.7% | -3.6% |
| All | +7.7% | +60.6% | -52.9% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling