-72.3%
FWDI price history and return analytics
+371.8%
-444.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.5% | +9.2% | +9.0% |
| 7D | +10.5% | +1.0% | +9.5% | +9.9% |
| 30D | +58.4% | -0.2% | +58.7% | +58.6% |
| 3M | +65.3% | +4.5% | +60.8% | +62.5% |
| 6M | +42.0% | +14.1% | +28.0% | +35.3% |
| YTD | +3.8% | +14.8% | -11.0% | -0.9% |
| 1Y | -73.6% | +21.2% | -94.8% | -75.2% |
| 3Y | -13.2% | +76.6% | -89.7% | -31.1% |
| 5Y | -71.9% | +66.6% | -138.5% | -77.1% |
| 10Y | -55.2% | +222.3% | -277.4% | -71.5% |
| All | -72.3% | +371.8% | -444.2% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling