-77.0%
FWDI vs VT
+346.0%
-423.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -10.2% | -2.3% | -7.9% | -9.0% |
| 30D | -22.9% | -5.0% | -17.9% | -20.5% |
| 3M | +37.0% | -4.9% | +41.9% | +41.4% |
| 6M | +14.7% | -1.5% | +16.2% | +17.3% |
| YTD | -13.8% | +8.5% | -22.3% | -14.8% |
| 1Y | -41.1% | +11.4% | -52.4% | -42.4% |
| 3Y | -18.6% | +70.1% | -88.6% | -33.6% |
| 5Y | -74.3% | +53.7% | -128.1% | -78.2% |
| 10Y | -52.9% | +220.0% | -272.9% | -69.5% |
| All | -77.0% | +346.0% | -423.0% | -89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling