-73.2%
FWDI price history and return analytics
+63.7%
-136.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.6% |
| 7D | -3.3% | -2.0% | -1.3% | -1.5% |
| 30D | +50.9% | -1.4% | +52.4% | +53.0% |
| 3M | +67.8% | +4.7% | +63.1% | +62.2% |
| 6M | +26.9% | +11.4% | +15.6% | +18.7% |
| YTD | -2.3% | +13.1% | -15.3% | -8.7% |
| 1Y | -74.4% | +19.0% | -93.4% | -76.5% |
| 3Y | -18.2% | +73.9% | -92.2% | -40.3% |
| 5Y | -73.2% | +65.4% | -138.6% | -77.8% |
| All | -73.2% | +63.7% | -136.9% | -77.8% |
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