+196.8%
FNWD vs VT
+374.2%
-177.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.3% | +0.4% | +0.8% | +1.2% |
| 30D | -3.0% | +1.0% | -4.0% | -3.1% |
| 3M | +34.8% | +2.4% | +32.4% | +34.6% |
| 6M | +23.4% | +12.0% | +11.4% | +22.6% |
| YTD | +25.6% | +15.3% | +10.3% | +24.6% |
| 1Y | +37.1% | +22.6% | +14.5% | +35.6% |
| 3Y | +130.2% | +74.7% | +55.5% | +124.4% |
| 5Y | +16.4% | +66.1% | -49.7% | +13.5% |
| 10Y | +89.6% | +225.0% | -135.4% | +82.9% |
| All | +196.8% | +374.2% | -177.4% | +215.1% |
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