+122.1%
FWD vs VT
+80.5%
+41.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -0.8% |
| 7D | -12.7% | -4.2% | -8.5% | -6.3% |
| 30D | -20.3% | -5.8% | -14.5% | -12.0% |
| 3M | -17.5% | -5.2% | -12.3% | -9.7% |
| 6M | -17.1% | +0.1% | -17.2% | -16.1% |
| YTD | +3.6% | +8.2% | -4.6% | -6.6% |
| 1Y | +0.7% | +10.1% | -9.4% | -11.5% |
| 3Y | +106.9% | +69.7% | +37.2% | -1.3% |
| All | +122.1% | +80.5% | +41.5% | -4.6% |
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