-57.5%
FWDI vs VT
+224.4%
-281.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +1.4% |
| 7D | -16.6% | -0.7% | -15.9% | -16.0% |
| 30D | -25.5% | -1.7% | -23.7% | -24.0% |
| 3M | +25.2% | -2.3% | +27.5% | +28.4% |
| 6M | +8.5% | +1.5% | +7.0% | +9.4% |
| YTD | -18.9% | +12.0% | -31.0% | -22.3% |
| 1Y | -45.0% | +12.9% | -57.9% | -47.5% |
| 3Y | -25.6% | +74.9% | -100.5% | -44.6% |
| 5Y | -75.6% | +59.9% | -135.6% | -80.9% |
| 10Y | -57.5% | +224.6% | -282.1% | -72.7% |
| All | -57.5% | +224.4% | -281.8% | -72.7% |
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