-36.0%
FWRD price history and return analytics
+363.9%
-399.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +1.8% |
| 7D | +8.8% | -0.3% | +9.1% | +9.2% |
| 30D | +26.6% | -1.4% | +28.0% | +28.6% |
| 3M | +24.7% | -1.4% | +26.1% | +26.7% |
| 6M | +17.6% | +5.5% | +12.2% | +10.7% |
| YTD | -23.7% | +12.8% | -36.5% | -32.4% |
| 1Y | +5.2% | +15.4% | -10.2% | -9.2% |
| 3Y | -71.1% | +76.9% | -148.0% | -83.1% |
| 5Y | -81.5% | +60.4% | -141.9% | -88.0% |
| 10Y | -51.0% | +232.8% | -283.8% | -84.4% |
| All | -36.0% | +363.9% | -399.9% | -85.5% |
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 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