+134.2%
FNWD price history and return analytics
+76.6%
+57.7%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +1.8% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | +6.6% | -1.4% | +8.0% | +7.0% |
| 3M | -0.7% | -1.4% | +0.7% | -0.4% |
| 6M | +48.1% | +5.5% | +42.7% | +45.6% |
| YTD | +28.1% | +12.8% | +15.3% | +23.6% |
| 1Y | +33.4% | +15.4% | +18.0% | +27.8% |
| All | +134.2% | +76.6% | +57.7% | +103.1% |
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