-63.7%
FORR price history and return analytics
+69.4%
-133.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.1% | -3.0% | -4.5% |
| 7D | -28.6% | -4.2% | -24.4% | -26.5% |
| 30D | -22.5% | -5.8% | -16.7% | -19.6% |
| 3M | -25.2% | -5.2% | -19.9% | -22.6% |
| 6M | +40.1% | +0.1% | +40.0% | +39.1% |
| YTD | +7.1% | +8.2% | -1.1% | +0.2% |
| 1Y | +11.4% | +10.1% | +1.3% | +2.7% |
| All | -63.7% | +69.4% | -133.1% | -79.0% |
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