-57.5%
FWDI price history and return analytics
+229.8%
-287.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.8% |
| 7D | +3.8% | -1.1% | +4.9% | +4.6% |
| 30D | +48.9% | -1.0% | +49.8% | +50.0% |
| 3M | +54.5% | +3.2% | +51.3% | +51.8% |
| 6M | +30.5% | +12.5% | +18.0% | +22.7% |
| YTD | -0.9% | +14.1% | -15.0% | -6.9% |
| 1Y | -81.0% | +18.9% | -99.9% | -82.4% |
| 3Y | -17.1% | +74.1% | -91.2% | -38.7% |
| 5Y | -72.8% | +66.9% | -139.7% | -79.4% |
| All | -57.5% | +229.8% | -287.2% | -72.6% |
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