-79.3%
FWRD vs VOO
+82.6%
-161.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.4% | +10.1% | +10.2% |
| 7D | +5.3% | +0.1% | +5.2% | +5.1% |
| 30D | +16.1% | +0.1% | +16.0% | +16.1% |
| 3M | +72.9% | +2.0% | +70.8% | +67.7% |
| 6M | -27.3% | +13.0% | -40.3% | -39.1% |
| YTD | -28.4% | +13.6% | -42.0% | -40.1% |
| 1Y | -41.1% | +20.1% | -61.2% | -54.7% |
| 3Y | -75.0% | +77.6% | -152.5% | -87.4% |
| All | -79.3% | +82.6% | -161.8% | -89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling