-81.5%
FWRD vs VT
+60.6%
-142.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +1.1% |
| 7D | +8.8% | -0.3% | +9.1% | +9.3% |
| 30D | +26.6% | -1.4% | +28.0% | +29.4% |
| 3M | +24.7% | -1.4% | +26.1% | +27.4% |
| 6M | +17.6% | +5.5% | +12.2% | +7.4% |
| YTD | -23.7% | +12.8% | -36.5% | -36.4% |
| 1Y | +5.2% | +15.4% | -10.2% | -15.4% |
| 3Y | -71.1% | +76.9% | -148.0% | -86.1% |
| 5Y | -81.5% | +60.4% | -141.9% | -89.8% |
| All | -81.5% | +60.6% | -142.1% | -89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling