-58.4%
FWRD vs VT
+224.5%
-282.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | 0.0% | +9.7% | +9.7% |
| 7D | +5.3% | +0.4% | +4.9% | +4.7% |
| 30D | +16.1% | +1.0% | +15.1% | +14.8% |
| 3M | +72.9% | +2.4% | +70.5% | +67.8% |
| 6M | -27.3% | +12.0% | -39.3% | -36.8% |
| YTD | -28.4% | +15.3% | -43.8% | -39.7% |
| 1Y | -41.1% | +22.6% | -63.7% | -54.1% |
| 3Y | -75.0% | +74.7% | -149.6% | -86.4% |
| 5Y | -79.5% | +66.1% | -145.7% | -88.1% |
| All | -58.4% | +224.5% | -282.9% | -87.9% |
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