-71.4%
FWRD vs VT
+76.6%
-148.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +0.2% |
| 7D | +8.8% | -0.3% | +9.1% | +9.4% |
| 30D | +26.6% | -1.4% | +28.0% | +30.3% |
| 3M | +24.7% | -1.4% | +26.1% | +28.1% |
| 6M | +17.6% | +5.5% | +12.2% | +3.3% |
| YTD | -23.7% | +12.8% | -36.5% | -41.3% |
| 1Y | +5.2% | +15.4% | -10.2% | -23.3% |
| All | -71.4% | +76.6% | -148.0% | -90.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling