-39.3%
FWRG price history and return analytics
+67.6%
-106.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -1.4% | -0.1% | -1.3% | -1.2% |
| 30D | +22.4% | -3.1% | +25.5% | +26.9% |
| 3M | +11.7% | -3.5% | +15.2% | +16.5% |
| 6M | +11.1% | +0.5% | +10.6% | +9.4% |
| YTD | -10.9% | +10.8% | -21.7% | -22.6% |
| 1Y | -24.0% | +11.9% | -35.9% | -34.8% |
| 3Y | -20.6% | +73.0% | -93.6% | -60.3% |
| 5Y | -33.0% | +58.6% | -91.6% | -62.7% |
| All | -39.3% | +67.6% | -106.9% | -66.3% |
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 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