-75.2%
FORR price history and return analytics
+215.5%
-290.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -19.8% | -2.3% | -17.5% | -17.9% |
| 30D | -20.4% | -5.0% | -15.4% | -16.3% |
| 3M | -26.4% | -4.9% | -21.5% | -22.7% |
| 6M | +45.0% | -1.5% | +46.5% | +46.0% |
| YTD | +8.7% | +8.5% | +0.3% | -1.3% |
| 1Y | +17.4% | +11.4% | +6.0% | +3.7% |
| 3Y | -63.2% | +70.1% | -133.3% | -79.4% |
| 5Y | -84.8% | +53.7% | -138.5% | -90.5% |
| All | -75.2% | +215.5% | -290.7% | -91.8% |
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 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