-61.3%
FWRD price history and return analytics
+221.8%
-283.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.7% |
| 7D | +4.5% | +2.4% | +2.2% | +1.4% |
| 30D | +12.0% | -1.5% | +13.5% | +14.7% |
| 3M | -13.9% | -4.1% | -9.8% | -8.9% |
| 6M | +99.0% | +0.6% | +98.4% | +98.7% |
| YTD | -30.4% | +11.0% | -41.5% | -38.4% |
| 1Y | -18.1% | +13.3% | -31.4% | -29.2% |
| 3Y | -72.7% | +73.4% | -146.1% | -84.9% |
| 5Y | -83.3% | +57.4% | -140.7% | -89.7% |
| All | -61.3% | +221.8% | -283.1% | -88.5% |
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