-62.9%
FWDI vs VT
+221.8%
-284.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.5% |
| 7D | -13.3% | +2.4% | -15.7% | -14.9% |
| 30D | -27.2% | -1.5% | -25.7% | -26.0% |
| 3M | +19.3% | -4.1% | +23.4% | +24.1% |
| 6M | +6.5% | +0.6% | +5.9% | +8.1% |
| YTD | -25.3% | +11.0% | -36.3% | -27.8% |
| 1Y | -44.7% | +13.3% | -58.0% | -47.2% |
| 3Y | -32.3% | +73.4% | -105.7% | -49.3% |
| 5Y | -77.8% | +57.4% | -135.3% | -82.4% |
| All | -62.9% | +221.8% | -284.6% | -75.9% |
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