-76.8%
FWDI price history and return analytics
+57.0%
-133.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.5% |
| 7D | -13.3% | +2.4% | -15.7% | -15.4% |
| 30D | -27.2% | -1.5% | -25.7% | -25.6% |
| 3M | +19.3% | -4.1% | +23.4% | +25.5% |
| 6M | +6.5% | +0.6% | +5.9% | +8.5% |
| YTD | -25.3% | +11.0% | -36.3% | -28.3% |
| 1Y | -44.7% | +13.3% | -58.0% | -47.5% |
| 3Y | -32.3% | +73.4% | -105.7% | -49.8% |
| All | -76.8% | +57.0% | -133.8% | -79.3% |
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