-56.5%
FWDI vs VT
+223.7%
-280.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | -4.9% |
| 7D | -7.7% | +0.4% | -8.0% | -7.7% |
| 30D | -24.7% | -2.6% | -22.1% | -22.8% |
| 3M | +27.7% | -3.2% | +30.9% | +31.9% |
| 6M | +15.4% | +0.9% | +14.5% | +16.8% |
| YTD | -16.3% | +11.3% | -27.6% | -19.4% |
| 1Y | -46.7% | +14.0% | -60.7% | -49.3% |
| 3Y | -21.0% | +75.8% | -96.8% | -41.4% |
| 5Y | -76.2% | +57.8% | -134.0% | -81.2% |
| 10Y | -56.5% | +219.8% | -276.3% | -71.7% |
| All | -56.5% | +223.7% | -280.1% | -71.7% |
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