-83.6%
FWRD price history and return analytics
+53.2%
-136.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -4.1% | -7.2% | -4.9% |
| 7D | -5.3% | -4.2% | -1.1% | +1.7% |
| 30D | +10.9% | -5.8% | +16.7% | +22.2% |
| 3M | +9.9% | -5.2% | +15.1% | +20.0% |
| 6M | -0.6% | +0.1% | -0.7% | -1.2% |
| YTD | -32.3% | +8.2% | -40.5% | -39.5% |
| 1Y | -4.3% | +10.1% | -14.4% | -16.8% |
| 3Y | -74.3% | +69.7% | -144.0% | -86.8% |
| 5Y | -83.6% | +53.4% | -137.0% | -90.2% |
| All | -83.6% | +53.2% | -136.8% | -90.2% |
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