-61.4%
FWRD price history and return analytics
+224.4%
-285.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.1% | -7.1% | -7.4% |
| 7D | -9.6% | -0.7% | -8.9% | -8.5% |
| 30D | +9.3% | -1.7% | +11.1% | +12.3% |
| 3M | -7.3% | -2.3% | -5.0% | -4.2% |
| 6M | +64.8% | +1.5% | +63.3% | +62.7% |
| YTD | -31.0% | +12.0% | -43.1% | -39.6% |
| 1Y | -20.6% | +12.9% | -33.5% | -31.0% |
| 3Y | -73.2% | +74.9% | -148.2% | -85.3% |
| 5Y | -83.6% | +59.9% | -143.5% | -90.0% |
| 10Y | -61.4% | +224.6% | -286.0% | -88.7% |
| All | -61.4% | +224.4% | -285.8% | -88.7% |
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