-84.0%
FWRD price history and return analytics
+53.4%
-137.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -2.1% |
| 7D | -5.6% | -2.3% | -3.2% | -1.6% |
| 30D | +8.3% | -5.0% | +13.2% | +17.7% |
| 3M | -6.5% | -4.9% | -1.6% | +1.5% |
| 6M | -9.4% | -1.5% | -7.8% | -7.6% |
| YTD | -33.4% | +8.5% | -41.9% | -40.8% |
| 1Y | -20.4% | +11.4% | -31.8% | -31.8% |
| 3Y | -75.1% | +70.1% | -145.1% | -87.2% |
| All | -84.0% | +53.4% | -137.4% | -90.3% |
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