-59.6%
FWDI vs VT
+222.7%
-282.3%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | 0.0% | -5.5% | -5.5% |
| 7D | +7.1% | +0.4% | +6.7% | +6.8% |
| 30D | +49.2% | +1.0% | +48.2% | +48.2% |
| 3M | +58.9% | +2.4% | +56.6% | +57.4% |
| 6M | +23.2% | +12.0% | +11.2% | +16.1% |
| YTD | -4.5% | +15.3% | -19.9% | -11.1% |
| 1Y | -57.8% | +22.6% | -80.4% | -61.6% |
| 3Y | -22.1% | +74.7% | -96.8% | -42.6% |
| 5Y | -75.0% | +66.1% | -141.1% | -81.0% |
| All | -59.6% | +222.7% | -282.3% | -74.9% |
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