-74.4%
FWRD vs VOO
+77.8%
-152.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.4% | +10.1% | +10.4% |
| 7D | +5.3% | +0.1% | +5.2% | +5.0% |
| 30D | +16.1% | +0.1% | +16.0% | +16.1% |
| 3M | +72.9% | +2.0% | +70.8% | +65.9% |
| 6M | -27.3% | +13.0% | -40.3% | -42.8% |
| YTD | -28.4% | +13.6% | -42.0% | -43.9% |
| 1Y | -41.1% | +20.1% | -61.2% | -59.0% |
| All | -74.4% | +77.8% | -152.1% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling